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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
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

1900 Wealth Management's UBND Position: Q2 2026 in Review

1900 Wealth Management reduced its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 6.3% in Q2 2026, selling an estimated $5.99M and leaving 4,103,679 shares worth $89.2M. The position accounts for 4.96% of the portfolio, ranked #3.

1900 Wealth Management first reported a position in UBND in Q3 2023 and has held it in 12 quarters since. The position peaked at $95.4M in Q1 2026. 31 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • 1900 Wealth Management held 4,103,679 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $89.2M as of Q2 2026.
  • 1900 Wealth Management sold 275,801 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $5.99M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 4.96% of 1900 Wealth Management's portfolio in Q2 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 12 quarters since.
  • 1900 Wealth Management's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $95.4M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.