VictoryShares Core Plus Intermediate Bond ETF $UBND Holdings Boosted by Goldstein Advisors LLC

Goldstein Advisors LLC grew its stake in shares of VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND) by 20.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,197,698 shares of the company’s stock after acquiring an additional 372,812 shares during the quarter. VictoryShares Core Plus Intermediate Bond ETF comprises about 4.0% of Goldstein Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Goldstein Advisors LLC owned 2.34% of VictoryShares Core Plus Intermediate Bond ETF worth $45,393,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Annex Advisory Services LLC raised its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF by 6.9% during the second quarter. Annex Advisory Services LLC now owns 18,906,834 shares of the company’s stock valued at $410,751,000 after purchasing an additional 1,223,743 shares during the last quarter. Cahaba Wealth Management Inc. boosted its holdings in VictoryShares Core Plus Intermediate Bond ETF by 4.0% in the first quarter. Cahaba Wealth Management Inc. now owns 8,179,176 shares of the company’s stock worth $178,142,000 after purchasing an additional 316,424 shares during the last quarter. Retirement Planning Group LLC boosted its holdings in VictoryShares Core Plus Intermediate Bond ETF by 13.1% in the first quarter. Retirement Planning Group LLC now owns 7,358,557 shares of the company’s stock worth $160,269,000 after purchasing an additional 853,671 shares during the last quarter. Corient Private Wealth LP grew its position in VictoryShares Core Plus Intermediate Bond ETF by 22.9% in the 2nd quarter. Corient Private Wealth LP now owns 1,484,759 shares of the company’s stock worth $32,256,000 after purchasing an additional 276,364 shares during the period. Finally, Corient Private Wealth LLC grew its position in VictoryShares Core Plus Intermediate Bond ETF by 58.8% in the 4th quarter. Corient Private Wealth LLC now owns 950,738 shares of the company’s stock worth $20,614,000 after purchasing an additional 351,883 shares during the period.

VictoryShares Core Plus Intermediate Bond ETF Trading Up 0.6%

Shares of UBND opened at $20.79 on Friday. The firm has a fifty day simple moving average of $21.09 and a two-hundred day simple moving average of $21.46. VictoryShares Core Plus Intermediate Bond ETF has a 1-year low of $20.53 and a 1-year high of $22.41.

VictoryShares Core Plus Intermediate Bond ETF Increases Dividend

The company also recently disclosed a dividend, which was paid on Friday, October 9th. Investors of record on Thursday, October 8th were issued a $0.0956 dividend. The ex-dividend date of this dividend was Thursday, October 8th. This is an increase from VictoryShares Core Plus Intermediate Bond ETF’s previous dividend of $0.0859.

VictoryShares Core Plus Intermediate Bond ETF Profile

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.