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

LPL Financial’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 		$5.93M Buy
273,047
+121,732
+80% +$2.64M ﹤0.01% 2638
2026
Q1 		$3.3M Buy
+151,315
New +$3.33M ﹤0.01% 3021

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

LPL Financial's UBND Position: Q2 2026 in Review

LPL Financial increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 80% in Q2 2026, buying an estimated $2.64M and bringing the position to 273,047 shares worth $5.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

LPL Financial first reported a position in UBND in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • LPL Financial held 273,047 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $5.93M as of Q2 2026.
  • LPL Financial bought 121,732 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $2.64M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2638 holding.
  • LPL Financial first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.