Envestnet Asset Management
UBND icon

Envestnet Asset Management’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Envestnet Asset 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 		$463K Buy
21,236
+1,823
+9% +$40.1K ﹤0.01% 3984
2025
Q4 		$427K Buy
19,413
+8,112
+72% +$179K ﹤0.01% 3812
2025
Q3 		$249K Hold
11,301
– – ﹤0.01% 4189
2025
Q2 		$247K Hold
11,301
– – ﹤0.01% 4131
2025
Q1 		$246K Hold
11,301
– – ﹤0.01% 4037
2024
Q4 		$242K Buy
+11,301
New +$245K ﹤0.01% 4000
2024
Q1 		– Sell
-47,412
Closed -$1.03M – 4283
2023
Q4 		$1.03M Buy
+47,412
New +$991K ﹤0.01% 2923

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $1.47B AUM 13.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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 $1.56B AUM 14.13% 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 $900M AUM 17.81% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

Envestnet Asset Management's UBND Position: Q1 2026 in Review

Envestnet Asset Management increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 9.4% in Q1 2026, buying an estimated $40.1K and bringing the position to 21,236 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #3984.

Envestnet Asset Management first reported a position in UBND in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2023. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Envestnet Asset Management held 21,236 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $463K as of Q1 2026.
  • Envestnet Asset Management bought 1,823 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $40.1K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3984 holding.
  • Envestnet Asset Management first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Envestnet Asset Management's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $1.03M in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.