Elk River Wealth Management’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Elk River Wealth Management’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	$7.15M	Sell	329,014 -32,124	-9%	-$698K	1.14%	25
2026 Q1	$7.87M	Sell	361,138 -25,758	-7%	-$567K	1.31%	21
2025 Q4	$8.32M	Buy	386,896 +34,895	+10%	+$770K	1.34%	24
2025 Q3	$7.76M	Buy	352,001 +26,682	+8%	+$583K	1.24%	25
2025 Q2	$7.11M	Sell	325,319 -6,160	-2%	-$133K	1.22%	25
2025 Q1	$7.23M	Buy	331,479 +8,677	+3%	+$187K	1.35%	22
2024 Q4	$6.9M	Buy	322,802 +19,533	+6%	+$424K	1.25%	26
2024 Q3	$6.75M	Buy	303,269 +19,749	+7%	+$434K	1.23%	27
2024 Q2	$6.07M	Buy	283,520 +25,254	+10%	+$537K	1.19%	28
2024 Q1	$5.57M	Sell	258,266 -61,692	-19%	-$1.33M	1.13%	29
2023 Q4	$6.95M	Buy	+319,958	New	+$6.69M	1.33%	25

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Elk River Wealth Management's UBND Position: Q2 2026 in Review

Elk River Wealth Management reduced its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 8.9% in Q2 2026, selling an estimated $698K and leaving 329,014 shares worth $7.15M. The position accounts for 1.14% of the portfolio, ranked #25.

Elk River Wealth Management first reported a position in UBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.32M in Q4 2025. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

Elk River Wealth Management held 329,014 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $7.15M as of Q2 2026.
Elk River Wealth Management sold 32,124 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $698K.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up 1.14% of Elk River Wealth Management's portfolio in Q2 2026, its #25 holding.
Elk River Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Elk River Wealth Management's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $8.32M in Q4 2025.
53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.