Annex Advisory Services LLC Increases Stock Holdings in VictoryShares Core Plus Intermediate Bond ETF $UBND

Annex Advisory Services LLC lifted its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND) by 6.9% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 18,906,834 shares of the company’s stock after acquiring an additional 1,223,743 shares during the quarter. VictoryShares Core Plus Intermediate Bond ETF comprises approximately 7.0% of Annex Advisory Services LLC’s portfolio, making the stock its largest holding. Annex Advisory Services LLC owned about 0.21% of VictoryShares Core Plus Intermediate Bond ETF worth $410,751,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the business. Victory Capital Management Inc. raised its position in VictoryShares Core Plus Intermediate Bond ETF by 30.9% in the 4th quarter. Victory Capital Management Inc. now owns 20,358,908 shares of the company’s stock worth $447,896,000 after buying an additional 4,800,062 shares during the last quarter. Osaic Holdings Inc. boosted its holdings in VictoryShares Core Plus Intermediate Bond ETF by 557.4% in the fourth quarter. Osaic Holdings Inc. now owns 1,963,869 shares of the company’s stock worth $43,215,000 after purchasing an additional 1,665,135 shares during the last quarter. Retirement Planning Group LLC boosted its stake in shares of VictoryShares Core Plus Intermediate Bond ETF by 13.1% in the 1st quarter. Retirement Planning Group LLC now owns 7,358,557 shares of the company’s stock worth $160,269,000 after buying an additional 853,671 shares during the last quarter. Corient Private Wealth LLC grew its stake in shares of VictoryShares Core Plus Intermediate Bond ETF by 168.1% during the 2nd quarter. Corient Private Wealth LLC now owns 836,066 shares of the company’s stock valued at $18,268,000 after purchasing an additional 524,257 shares during the period. Finally, Merit Financial Group LLC lifted its stake in shares of VictoryShares Core Plus Intermediate Bond ETF by 6.4% in the 4th quarter. Merit Financial Group LLC now owns 5,819,517 shares of the company’s stock worth $128,029,000 after purchasing an additional 347,515 shares during the period.

VictoryShares Core Plus Intermediate Bond ETF Price Performance

UBND opened at $21.36 on Wednesday. The company’s 50 day moving average is $21.57 and its 200 day moving average is $21.76. VictoryShares Core Plus Intermediate Bond ETF has a 12-month low of $21.35 and a 12-month high of $22.41.

VictoryShares Core Plus Intermediate Bond ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Monday, August 10th. Shareholders of record on Friday, August 7th were given a $0.0819 dividend. The ex-dividend date was Friday, August 7th.

About VictoryShares Core Plus Intermediate Bond ETF

The VictoryShares Core Plus Intermediate Bond ETF (UBND) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that holds intermediate-term bonds of any type and rating that exhibit positive ESG characteristics. UBND was launched on Oct 4, 2021 and is managed by VictoryShares.