GA
UBND icon

Goldstein Advisors’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Goldstein Advisors’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 		$39.6M Buy
1,824,886
+131,835
+8% +$2.86M 3.62% 6
2026
Q1 		$36.9M Buy
1,693,051
+279,496
+20% +$6.15M 4.1% 6
2025
Q4 		$31.1M Sell
1,413,555
-89,707
-6% -$1.98M 3.54% 8
2025
Q3 		$33.1M Buy
1,503,262
+67,346
+5% +$1.47M 4.03% 6
2025
Q2 		$31.4M Sell
1,435,916
-16,830
-1% -$363K 4.21% 7
2025
Q1 		$31.7M Buy
1,452,746
+124,465
+9% +$2.68M 4.63% 7
2024
Q4 		$28.4M Sell
1,328,281
-440,212
-25% -$9.56M 4.12% 6
2024
Q3 		$39.3M Buy
1,768,493
+370,502
+27% +$8.14M 5.98% 5
2024
Q2 		$29.9M Buy
1,397,991
+14,378
+1% +$306K 5% 4
2024
Q1 		$29.8M Buy
+1,383,613
New +$29.8M 5.09% 3

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Goldstein Advisors's UBND Position: Q2 2026 in Review

Goldstein Advisors increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 7.8% in Q2 2026, buying an estimated $2.86M and bringing the position to 1,824,886 shares worth $39.6M. The position accounts for 3.62% of the portfolio, ranked #6.

Goldstein Advisors first reported a position in UBND in Q1 2024 and has held it in 10 quarters since. 31 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Goldstein Advisors held 1,824,886 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $39.6M as of Q2 2026.
  • Goldstein Advisors bought 131,835 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $2.86M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 3.62% of Goldstein Advisors's portfolio in Q2 2026, its #6 holding.
  • Goldstein Advisors first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 31 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.