VictoryShares Core Plus Intermediate Bond ETF $UBND is Goldstein Advisors LLC’s 6th Largest Position

Goldstein Advisors LLC lifted its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND) by 4.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,503,262 shares of the company’s stock after buying an additional 67,346 shares during the period. VictoryShares Core Plus Intermediate Bond ETF makes up approximately 4.0% of Goldstein Advisors LLC’s holdings, making the stock its 6th largest position. Goldstein Advisors LLC owned approximately 2.38% of VictoryShares Core Plus Intermediate Bond ETF worth $33,147,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in UBND. Annex Advisory Services LLC raised its stake in VictoryShares Core Plus Intermediate Bond ETF by 332.1% during the 2nd quarter. Annex Advisory Services LLC now owns 16,731,387 shares of the company’s stock valued at $365,581,000 after acquiring an additional 12,859,443 shares during the last quarter. Cahaba Wealth Management Inc. grew its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF by 31,968.2% in the 3rd quarter. Cahaba Wealth Management Inc. now owns 7,643,465 shares of the company’s stock worth $168,538,000 after acquiring an additional 7,619,630 shares during the period. Merit Financial Group LLC purchased a new position in shares of VictoryShares Core Plus Intermediate Bond ETF in the third quarter valued at $120,658,000. Corient Private Wealth LLC increased its position in VictoryShares Core Plus Intermediate Bond ETF by 168.1% during the second quarter. Corient Private Wealth LLC now owns 836,066 shares of the company’s stock worth $18,268,000 after buying an additional 524,257 shares in the last quarter. Finally, Retirement Planning Group LLC raised its stake in VictoryShares Core Plus Intermediate Bond ETF by 6.5% in the 2nd quarter. Retirement Planning Group LLC now owns 5,283,185 shares of the company’s stock valued at $115,438,000 after purchasing an additional 322,534 shares during the last quarter.

VictoryShares Core Plus Intermediate Bond ETF Trading Down 0.1%

VictoryShares Core Plus Intermediate Bond ETF stock opened at $22.00 on Friday. VictoryShares Core Plus Intermediate Bond ETF has a 52 week low of $21.11 and a 52 week high of $22.41. The stock has a fifty day moving average price of $22.04 and a 200 day moving average price of $21.94.

VictoryShares Core Plus Intermediate Bond ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Friday, December 12th. Stockholders of record on Thursday, December 11th were given a dividend of $0.1634 per share. The ex-dividend date of this dividend was Thursday, December 11th. This is an increase from VictoryShares Core Plus Intermediate Bond ETF’s previous monthly dividend of $0.08. This represents a c) dividend on an annualized basis and a dividend yield of 8.9%.

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.