OneDigital Investment Advisors’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

OneDigital Investment Advisors’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	$4.4M	Buy	202,726 +26,597	+15%	+$578K	0.04%	333
2026 Q1	$3.84M	Buy	176,129 +4,435	+3%	+$97.5K	0.04%	321
2025 Q4	$3.78M	Buy	171,694 +18,233	+12%	+$402K	0.04%	320
2025 Q3	$3.38M	Buy	153,461 +35,076	+30%	+$767K	0.03%	313
2025 Q2	$2.59M	Buy	118,385 +8,446	+8%	+$182K	0.03%	364
2025 Q1	$2.4M	Buy	109,939 +69	+0.1%	+$1.49K	0.03%	362
2024 Q4	$2.35M	Buy	109,870 +23,010	+26%	+$500K	0.03%	382
2024 Q3	$1.93M	Buy	86,860 +31,317	+56%	+$688K	0.02%	445
2024 Q2	$1.19M	Buy	55,543 +14,541	+35%	+$309K	0.01%	562
2024 Q1	$884K	Buy	+41,002	New	+$882K	0.01%	546

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

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

CCWM

Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

OneDigital Investment Advisors's UBND Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 15% in Q2 2026, buying an estimated $578K and bringing the position to 202,726 shares worth $4.4M. The position accounts for 0.04% of the portfolio, ranked #333.

OneDigital Investment Advisors first reported a position in UBND in Q1 2024 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

OneDigital Investment Advisors held 202,726 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $4.4M as of Q2 2026.
OneDigital Investment Advisors bought 26,597 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $578K.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #333 holding.
OneDigital Investment Advisors first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
32 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.