Zynergy Retirement Planning’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Zynergy Retirement Planning’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 Q2	–	Sell	-492	Closed	-$22.6K	–	100
2025 Q1	$22.6K	Hold	492	–	–	0.02%	62
2024 Q4	$23.6K	Hold	492	–	–	0.02%	55
2024 Q3	$23.6K	Hold	492	–	–	0.02%	55
2024 Q2	$22.6K	Buy	+492	New	+$22.5K	0.02%	63

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Zynergy Retirement Planning's UITB Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2025, closing a stake of 492 shares — an estimated $22.6K sold.

Zynergy Retirement Planning first reported a position in UITB in Q2 2024 and held it in 4 quarters. The position peaked at $23.6K in Q4 2024. 122 funds tracked by Wall St. Rank hold UITB as of Q2 2025.

Zynergy Retirement Planning reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2025 after selling out during the quarter.
Zynergy Retirement Planning sold 492 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2025, an estimated $22.6K.
Zynergy Retirement Planning first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and held it in 4 quarters.
Zynergy Retirement Planning's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $23.6K in Q4 2024.
122 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.