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Impact Investors’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Impact Investors’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 		$5.62M Buy
258,046
+19,264
+8% +$424K 3.9% 7
2025
Q4 		$5.25M Sell
238,782
-59
-0% -$1.3K 3.64% 7
2025
Q3 		$5.27M Buy
+238,841
New +$5.22M 3.47% 6

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

Impact Investors's UBND Position: Q1 2026 in Review

Impact Investors increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 8.1% in Q1 2026, buying an estimated $424K and bringing the position to 258,046 shares worth $5.62M. The position accounts for 3.9% of the portfolio, ranked #7.

Impact Investors first reported a position in UBND in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Impact Investors held 258,046 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $5.62M as of Q1 2026.
  • Impact Investors bought 19,264 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $424K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 3.9% of Impact Investors's portfolio in Q1 2026, its #7 holding.
  • Impact Investors first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Impact Investors's 13F filing for Q1 2026, filed 29 Apr 2026.