Kestra Advisory Services’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Kestra Advisory Services’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	-9,500	Closed	-$207K	–	3372
2026 Q1	$207K	Sell	9,500 -600	-6%	-$13.2K	﹤0.01%	2922
2025 Q4	$222K	Sell	10,100 -1,500	-13%	-$33.1K	﹤0.01%	2796
2025 Q3	$256K	Buy	11,600 +2,100	+22%	+$45.9K	﹤0.01%	2571
2025 Q2	$208K	Buy	+9,500	New	+$205K	﹤0.01%	2638

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

Kestra Advisory Services's UBND Position: Q2 2026 in Review

Kestra Advisory Services sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q2 2026, closing a stake of 9,500 shares — an estimated $207K sold.

Kestra Advisory Services first reported a position in UBND in Q2 2025 and held it in 4 quarters. The position peaked at $256K in Q3 2025. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

Kestra Advisory Services reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Kestra Advisory Services sold 9,500 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $207K.
Kestra Advisory Services first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q2 2025 and held it in 4 quarters.
Kestra Advisory Services's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $256K 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.