Corient Private Wealth’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Corient Private Wealth’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	$26.3M	Sell	1,208,395 -668,283	-36%	-$14.7M	0.04%	344
2025 Q4	$40.7M	Buy	1,876,678 +1,277,823	+213%	+$28.2M	0.03%	404
2025 Q3	$13.2M	Buy	598,855 +180,821	+43%	+$3.95M	0.02%	472
2025 Q2	$9.13M	Buy	418,034 +106,225	+34%	+$2.29M	0.01%	542
2025 Q1	$6.8M	Buy	311,809 +93,009	+43%	+$2.01M	0.01%	598
2024 Q4	$4.68M	Buy	218,800 +133,624	+157%	+$2.9M	0.01%	720
2024 Q3	$1.89M	Buy	+85,176	New	+$1.87M	﹤0.01%	1127

Other funds holding UBND

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

MWP

Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

Corient Private Wealth's UBND Position: Q1 2026 in Review

Corient Private Wealth reduced its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 36% in Q1 2026, selling an estimated $14.7M and leaving 1,208,395 shares worth $26.3M. The position accounts for 0.04% of the portfolio, ranked #344.

Corient Private Wealth first reported a position in UBND in Q3 2024 and has held it in 7 quarters since. The position peaked at $40.7M in Q4 2025. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

Corient Private Wealth held 1,208,395 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $26.3M as of Q1 2026.
Corient Private Wealth sold 668,283 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $14.7M.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #344 holding.
Corient Private Wealth first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
Corient Private Wealth's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $40.7M in Q4 2025.
43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.