Jeff Yass’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Jeff Yass’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	–	Sell	-14,079	Closed	-$307K	–	14569
2026 Q1	$307K	Buy	+14,079	New	+$310K	﹤0.01%	10803
2025 Q4	–	Sell	-64,778	Closed	-$1.43M	–	13667
2025 Q3	$1.43M	Buy	64,778 +50,531	+355%	+$1.1M	﹤0.01%	6508
2025 Q2	$311K	Buy	+14,247	New	+$307K	﹤0.01%	10254
2024 Q2	–	Sell	-10,170	Closed	-$219K	–	13271
2024 Q1	$219K	Buy	10,170 +148	+1%	+$3.18K	﹤0.01%	10414
2023 Q4	$218K	Buy	+10,022	New	+$209K	﹤0.01%	10505

Other funds holding UBND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Jeff Yass's UBND Position: Q2 2026 in Review

Jeff Yass sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q2 2026, closing a stake of 14,079 shares — an estimated $307K sold.

Jeff Yass first reported a position in UBND in Q4 2023 and held it in 5 quarters. The position peaked at $1.43M in Q3 2025. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

Jeff Yass reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 14,079 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $307K.
Jeff Yass first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2023 and held it in 5 quarters.
Jeff Yass's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $1.43M in Q3 2025.
53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.