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Retirement Planning Group (Kansas)’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Retirement Planning Group (Kansas)’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 		$160M Buy
7,358,557
+853,671
+13% +$18.8M 4.97% 6
2025
Q4 		$143M Buy
6,504,886
+534,133
+9% +$11.8M 4.7% 6
2025
Q3 		$132M Buy
5,970,753
+687,568
+13% +$15M 4.57% 6
2025
Q2 		$115M Buy
5,283,185
+322,534
+7% +$6.96M 4.91% 6
2025
Q1 		$108M Buy
4,960,651
+1,243,507
+33% +$26.8M 5.07% 7
2024
Q4 		$79.4M Buy
3,717,144
+1,952,627
+111% +$42.4M 4% 9
2024
Q3 		$39.3M Buy
+1,764,517
New +$38.8M 2.14% 13

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $1.47B AUM 13.36% 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 $1.56B AUM 14.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Retirement Planning Group (Kansas)'s UBND Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 13% in Q1 2026, buying an estimated $18.8M and bringing the position to 7,358,557 shares worth $160M. The position accounts for 4.97% of the portfolio, ranked #6.

Retirement Planning Group (Kansas) first reported a position in UBND in Q3 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Retirement Planning Group (Kansas) held 7,358,557 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $160M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 853,671 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $18.8M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 4.97% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #6 holding.
  • Retirement Planning Group (Kansas) first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.