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Allworth Financial’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Allworth Financial’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
Q1 		– Sell
-129
Closed -$2.84K – 5317
2025
Q4 		$2.84K Hold
129
– – ﹤0.01% 3984
2025
Q3 		$2.85K Hold
129
– – ﹤0.01% 3843
2025
Q2 		$2.82K Hold
129
– – ﹤0.01% 3559
2025
Q1 		$2.78K Buy
+129
New +$2.78K ﹤0.01% 3067

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $1.47B AUM 13.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

Allworth Financial's UBND Position: Q1 2026 in Review

Allworth Financial sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q1 2026, closing a stake of 129 shares — an estimated $2.84K sold.

Allworth Financial first reported a position in UBND in Q1 2025 and held it in 4 quarters. The position peaked at $2.85K in Q3 2025. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Allworth Financial reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 129 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $2.84K.
  • Allworth Financial first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2025 and held it in 4 quarters.
  • Allworth Financial's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $2.85K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.