Jones Financial Companies
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Jones Financial Companies’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-473
Closed -$10.3K – 4375
2025
Q2 		$10.3K Buy
+473
New +$10.2K ﹤0.01% 2867

Other funds holding UBND

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Jones Financial Companies's UBND Position: Q3 2025 in Review

Jones Financial Companies sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q3 2025, closing a stake of 473 shares — an estimated $10.3K sold.

Jones Financial Companies first reported a position in UBND in Q2 2025 and held it in 1 quarter. The position peaked at $10.3K in Q2 2025. 31 funds tracked by Wall St. Rank hold UBND as of Q3 2025.

  • Jones Financial Companies reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 473 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q3 2025, an estimated $10.3K.
  • Jones Financial Companies first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $10.3K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.