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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
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
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

Elk River Wealth Management's UBND Position: Q1 2026 in Review

Elk River Wealth Management reduced its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 6.7% in Q1 2026, selling an estimated $567K and leaving 361,138 shares worth $7.87M. The position accounts for 1.31% of the portfolio, ranked #21.

Elk River Wealth Management first reported a position in UBND in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.32M in Q4 2025. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Elk River Wealth Management held 361,138 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $7.87M as of Q1 2026.
  • Elk River Wealth Management sold 25,758 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $567K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 1.31% of Elk River Wealth Management's portfolio in Q1 2026, its #21 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 10 quarters since.
  • Elk River Wealth Management's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $8.32M 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 Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.