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Annex Advisory Services’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Annex Advisory Services’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 		$411M Buy
18,906,834
+1,223,743
+7% +$26.6M 7.01% 1
2026
Q1 		$385M Buy
17,683,091
+704,134
+4% +$15.5M 7.22% 1
2025
Q4 		$374M Buy
16,978,957
+491,114
+3% +$10.8M 7.13% 1
2025
Q3 		$364M Sell
16,487,843
-243,544
-1% -$5.32M 7.74% 1
2025
Q2 		$366M Buy
16,731,387
+12,859,443
+332% +$278M 8.8% 1
2025
Q1 		$84.4M Buy
3,871,944
+941,798
+32% +$20.3M 2.39% 11
2024
Q4 		$62.6M Buy
2,930,146
+1,663,602
+131% +$36.1M 1.89% 12
2024
Q3 		$28.2M Buy
1,266,544
+631,082
+99% +$13.9M 0.9% 24
2024
Q2 		$13.6M Buy
+635,462
New +$13.5M 0.48% 46

Other funds holding UBND

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Annex Advisory Services's UBND Position: Q2 2026 in Review

Annex Advisory Services increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 6.9% in Q2 2026, buying an estimated $26.6M and bringing the position to 18,906,834 shares worth $411M. The position accounts for 7.01% of the portfolio, ranked #1.

Annex Advisory Services first reported a position in UBND in Q2 2024 and has held it in 9 quarters since. 5 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Annex Advisory Services held 18,906,834 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $411M as of Q2 2026.
  • Annex Advisory Services bought 1,223,743 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $26.6M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 7.01% of Annex Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Annex Advisory Services first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 5 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.