1900 Wealth Management’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

1900 Wealth Management’s Portfolio UBND Stock Details UBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$98.8M	Buy	4,783,130 +679,451	+17%	+$14.5M	5.36%	3
2026 Q2	$89.2M	Sell	4,103,679 -275,801	-6%	-$5.99M	4.96%	3
2026 Q1	$95.4M	Buy	4,379,480 +90,707	+2%	+$2M	6.12%	3
2025 Q4	$94.4M	Buy	4,288,773 +112,555	+3%	+$2.48M	6.05%	3
2025 Q3	$92.1M	Buy	4,176,218 +97,243	+2%	+$2.13M	6.24%	3
2025 Q2	$89.1M	Buy	4,078,975 +5,130	+0.1%	+$111K	6.74%	3
2025 Q1	$88.8M	Buy	4,073,845 +628,594	+18%	+$13.6M	7.39%	3
2024 Q4	$73.6M	Buy	3,445,251 +526,628	+18%	+$11.4M	6.18%	3
2024 Q3	$64.9M	Buy	2,918,623 +393,178	+16%	+$8.63M	5.57%	3
2024 Q2	$54M	Buy	2,525,445 +818,770	+48%	+$17.4M	5.05%	3
2024 Q1	$36.8M	Buy	1,706,675 +952,062	+126%	+$20.5M	3.36%	5
2023 Q4	$16.4M	Buy	754,613 +741,470	+5,642%	+$15.5M	1.5%	16
2023 Q3	$272K	Buy	+13,143	New	+$278K	0.03%	250

Other funds holding UBND

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Correct Capital Wealth Management Clayton, Missouri $589M AUM 12.38% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

1900 Wealth Management's UBND Position: Q3 2026 in Review

1900 Wealth Management increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 17% in Q3 2026, buying an estimated $14.5M and bringing the position to 4,783,130 shares worth $98.8M. The position accounts for 5.36% of the portfolio, ranked #3.

1900 Wealth Management first reported a position in UBND in Q3 2023 and has held it in 13 quarters since. 31 funds tracked by Wall St. Rank hold UBND as of Q3 2026.

1900 Wealth Management held 4,783,130 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $98.8M as of Q3 2026.
1900 Wealth Management bought 679,451 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q3 2026, an estimated $14.5M.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up 5.36% of 1900 Wealth Management's portfolio in Q3 2026, its #3 holding.
1900 Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q3 2023 and has held it in 13 quarters since.
31 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.