Corient Private Wealth
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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
Q2 		$32.3M Buy
1,484,759
+276,364
+23% +$6M 0.04% 310
2026
Q1 		$26.3M Buy
1,208,395
+257,657
+27% +$5.67M 0.04% 344
2025
Q4 		$20.6M Buy
950,738
+351,883
+59% +$7.76M 0.03% 401
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
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

Corient Private Wealth's UBND Position: Q2 2026 in Review

Corient Private Wealth increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 23% in Q2 2026, buying an estimated $6M and bringing the position to 1,484,759 shares worth $32.3M. The position accounts for 0.04% of the portfolio, ranked #310.

Corient Private Wealth first reported a position in UBND in Q3 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Corient Private Wealth held 1,484,759 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $32.3M as of Q2 2026.
  • Corient Private Wealth bought 276,364 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $6M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #310 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 8 quarters since.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.