REDW Wealth’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

REDW Wealth’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	$231K	Buy	+10,651	New	+$231K	0.08%	99

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

REDW Wealth's UBND Position: Q2 2026 in Review

REDW Wealth opened a new position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q2 2026: 10,651 shares worth $231K. The stake represents 0.08% of the portfolio and ranks #99 among its holdings.

53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

REDW Wealth held 10,651 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $231K as of Q2 2026.
Victory Portfolios II VictoryShares Core Plus Bond ETF was a new REDW Wealth position in Q2 2026.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.08% of REDW Wealth's portfolio in Q2 2026, its #99 holding.
53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.