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Thoroughbred Financial Services’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Thoroughbred Financial Services’s Portfolio UITB Stock Details UITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,380
Closed -$201K – 728
2024
Q4 		$201K Buy
4,380
+31
+0.7% +$1.45K 0.01% 657
2024
Q3 		$208K Sell
4,349
-485
-10% -$22.9K 0.01% 622
2024
Q2 		$222K Sell
4,834
-2,981
-38% -$137K 0.01% 583
2024
Q1 		$362K Sell
7,815
-4,091
-34% -$189K 0.03% 344
2023
Q4 		$558K Buy
11,906
+2,924
+33% +$132K 0.05% 337
2023
Q3 		$400K Sell
8,982
-5,925
-40% -$269K 0.04% 365
2023
Q2 		$686K Sell
14,907
-4,654
-24% -$216K 0.09% 215
2023
Q1 		$912K Sell
19,561
-349
-2% -$16.2K 0.13% 166
2022
Q4 		$905K Sell
19,910
-6,070
-23% -$275K 0.15% 156
2022
Q3 		$1.17M Sell
25,980
-1,475
-5% -$69.4K 0.22% 110
2022
Q2 		$1.3M Sell
27,455
-7,582
-22% -$363K 0.24% 106
2022
Q1 		$1.74M Sell
35,037
-5,955
-15% -$305K 0.28% 82
2021
Q4 		$2.17M Buy
40,992
+374
+0.9% +$19.9K 0.46% 48
2021
Q3 		$2.17M Buy
40,618
+15,378
+61% +$831K 0.53% 41
2021
Q2 		$1.36M Buy
25,240
+17,160
+212% +$915K 0.34% 70
2021
Q1 		$427K Buy
+8,080
New +$434K 0.12% 177

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

Thoroughbred Financial Services's UITB Position: Q1 2025 in Review

Thoroughbred Financial Services sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q1 2025, closing a stake of 4,380 shares — an estimated $201K sold.

Thoroughbred Financial Services first reported a position in UITB in Q1 2021 and held it in 16 quarters. The position peaked at $2.17M in Q3 2021. 115 funds tracked by Wall St. Rank hold UITB as of Q1 2025.

  • Thoroughbred Financial Services reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 4,380 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2025, an estimated $201K.
  • Thoroughbred Financial Services first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2021 and held it in 16 quarters.
  • Thoroughbred Financial Services's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $2.17M in Q3 2021.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2025.

Based on Thoroughbred Financial Services's 13F filing for Q1 2025, filed 9 May 2025.