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

Comprehensive Financial Planning’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 		$15.1K Sell
696
-5,244
-88% -$114K 0.01% 260
2026
Q1 		$129K Buy
5,940
+4,804
+423% +$106K 0.09% 111
2025
Q4 		$25K Buy
+1,136
New +$25.1K 0.02% 198

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
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Comprehensive Financial Planning's UBND Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 88% in Q2 2026, selling an estimated $114K and leaving 696 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #260.

Comprehensive Financial Planning first reported a position in UBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $129K in Q1 2026. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Comprehensive Financial Planning held 696 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $15.1K as of Q2 2026.
  • Comprehensive Financial Planning sold 5,244 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $114K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #260 holding.
  • Comprehensive Financial Planning first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Comprehensive Financial Planning's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $129K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.