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Integrated Investment Consultants’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Integrated Investment Consultants’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 		$862K Hold
39,596
– – 0.18% 84
2025
Q4 		$871K Buy
39,596
+2,257
+6% +$49.8K 0.17% 94
2025
Q3 		$823K Buy
37,339
+774
+2% +$16.9K 0.14% 103
2025
Q2 		$799K Buy
36,565
+963
+3% +$20.8K 0.16% 100
2025
Q1 		$776K Buy
+35,602
New +$768K 0.15% 106

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 $13.5B AUM 19.09% 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

Integrated Investment Consultants's UBND Position: Q1 2026 in Review

Integrated Investment Consultants held its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) position steady in Q1 2026 at 39,596 shares worth $862K. The position accounts for 0.18% of the portfolio, ranked #84.

Integrated Investment Consultants first reported a position in UBND in Q1 2025 and has held it in 5 quarters since. The position peaked at $871K in Q4 2025. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Integrated Investment Consultants held 39,596 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $862K as of Q1 2026.
  • Integrated Investment Consultants left its Victory Portfolios II VictoryShares Core Plus Bond ETF share count unchanged in Q1 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.18% of Integrated Investment Consultants's portfolio in Q1 2026, its #84 holding.
  • Integrated Investment Consultants first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Integrated Investment Consultants's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $871K 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 Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.