Steward Partners Investment Advisory’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Steward Partners Investment Advisory’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	$193K	Sell	8,884 -227	-2%	-$4.99K	﹤0.01%	2034
2025 Q4	$200K	Sell	9,111 -927	-9%	-$20.5K	﹤0.01%	1928
2025 Q3	$221K	Hold	10,038	–	–	﹤0.01%	1820
2025 Q2	$219K	Sell	10,038 -1,183	-11%	-$25.5K	﹤0.01%	1720
2025 Q1	$245K	Sell	11,221 -4,361	-28%	-$94K	﹤0.01%	1553
2024 Q4	$333K	Sell	15,582 -4,247	-21%	-$92.2K	﹤0.01%	1348
2024 Q3	$441K	Sell	19,829 -792	-4%	-$17.4K	﹤0.01%	1158
2024 Q2	$441K	Sell	20,621 -731	-3%	-$15.6K	﹤0.01%	1110
2024 Q1	$460K	Sell	21,352 -5,602	-21%	-$120K	0.01%	1089
2023 Q4	$585K	Buy	+26,954	New	+$563K	0.01%	933

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

MWP

Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

Steward Partners Investment Advisory's UBND Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 2.5% in Q1 2026, selling an estimated $4.99K and leaving 8,884 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Steward Partners Investment Advisory first reported a position in UBND in Q4 2023 and has held it in 10 quarters since. The position peaked at $585K in Q4 2023. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

Steward Partners Investment Advisory held 8,884 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $193K as of Q1 2026.
Steward Partners Investment Advisory sold 227 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $4.99K.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2034 holding.
Steward Partners Investment Advisory first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $585K in Q4 2023.
43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.