Ken Griffin’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Ken Griffin’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	$968K	Buy	44,454 +28,735	+183%	+$632K	﹤0.01%	7727
2025 Q4	$346K	Sell	15,719 -10,645	-40%	-$235K	﹤0.01%	9831
2025 Q3	$581K	Sell	26,364 -2,534	-9%	-$55.4K	﹤0.01%	8760
2025 Q2	$631K	Sell	28,898 -4,263	-13%	-$92K	﹤0.01%	8081
2025 Q1	$723K	Buy	+33,161	New	+$715K	﹤0.01%	7676
2024 Q4	–	Sell	-54,366	Closed	-$1.21M	–	15419
2024 Q3	$1.21M	Buy	54,366 +32,705	+151%	+$718K	﹤0.01%	6474
2024 Q2	$463K	Buy	21,661 +8,088	+60%	+$172K	﹤0.01%	8203
2024 Q1	$293K	Buy	13,573 +1,684	+14%	+$36.2K	﹤0.01%	9491
2023 Q4	$258K	Buy	+11,889	New	+$248K	﹤0.01%	9459

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

MWP

Madison Wealth Partners Madison, Wisconsin $786M AUM 23.49% 1-Year Est. Return

Ken Griffin's UBND Position: Q1 2026 in Review

Ken Griffin increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 183% in Q1 2026, buying an estimated $632K and bringing the position to 44,454 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #7727.

Ken Griffin first reported a position in UBND in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.21M in Q3 2024. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

Ken Griffin held 44,454 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $968K as of Q1 2026.
Ken Griffin bought 28,735 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $632K.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #7727 holding.
Ken Griffin first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2023 and has held it in 9 quarters since.
Ken Griffin's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $1.21M in Q3 2024.
43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.