VictoryShares Core Plus Intermediate Bond ETF $UBND Shares Newly Acquired by Annex Advisory Services LLC

Posted by Brenda Bartman on Oct 17th, 2026

Annex Advisory Services LLC purchased a new stake in VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND – Free Report) during the third quarter, HoldingsChannel reports. The institutional investor purchased 13,956,506 shares of the company’s stock, valued at approximately $288,272,000. VictoryShares Core Plus Intermediate Bond ETF accounts for approximately 4.8% of Annex Advisory Services LLC’s holdings, making the stock its 2nd biggest position. Annex Advisory Services LLC owned 0.15% of VictoryShares Core Plus Intermediate Bond ETF at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Cahaba Wealth Management Inc. grew its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF by 4.0% during the 1st quarter. Cahaba Wealth Management Inc. now owns 8,179,176 shares of the company’s stock valued at $178,142,000 after purchasing an additional 316,424 shares during the last quarter. Retirement Planning Group LLC grew its position in VictoryShares Core Plus Intermediate Bond ETF by 13.1% during the 1st quarter. Retirement Planning Group LLC now owns 7,358,557 shares of the company’s stock worth $160,269,000 after acquiring an additional 853,671 shares during the last quarter. Goldstein Advisors LLC grew its position in VictoryShares Core Plus Intermediate Bond ETF by 20.4% during the 3rd quarter. Goldstein Advisors LLC now owns 2,197,698 shares of the company’s stock worth $45,393,000 after acquiring an additional 372,812 shares during the last quarter. Corient Private Wealth LP increased its holdings 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 in the last quarter. Finally, Corient Private Wealth LLC increased its holdings 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 in the last quarter.

VictoryShares Core Plus Intermediate Bond ETF Trading Up 0.0%

VictoryShares Core Plus Intermediate Bond ETF stock opened at $20.80 on Friday. VictoryShares Core Plus Intermediate Bond ETF has a 12 month low of $20.53 and a 12 month high of $22.41. The stock has a 50-day moving average price of $21.08 and a two-hundred day moving average price of $21.45.

VictoryShares Core Plus Intermediate Bond ETF Increases Dividend

The firm also recently announced a dividend, which was paid on Friday, October 9th. Investors of record on Thursday, October 8th were given a dividend of $0.0956 per share. The ex-dividend date was Thursday, October 8th. This is a boost from VictoryShares Core Plus Intermediate Bond ETF’s previous dividend of $0.0859.

VictoryShares Core Plus Intermediate Bond ETF Profile

(Free Report)

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.