VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND) is Goldstein Advisors LLC’s 6th Largest Position

Goldstein Advisors LLC decreased its stake in shares of VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND) by 24.9% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 1,328,281 shares of the company’s stock after selling 440,212 shares during the period. VictoryShares Core Plus Intermediate Bond ETF accounts for 4.1% of Goldstein Advisors LLC’s investment portfolio, making the stock its 6th largest position. Goldstein Advisors LLC owned about 5.25% of VictoryShares Core Plus Intermediate Bond ETF worth $28,385,000 as of its most recent filing with the SEC.

Several other large investors have also added to or reduced their stakes in UBND. Retirement Planning Group LLC bought a new position in shares of VictoryShares Core Plus Intermediate Bond ETF in the third quarter worth $39,256,000. Elk River Wealth Management LLC increased its stake in VictoryShares Core Plus Intermediate Bond ETF by 7.0% in the 3rd quarter. Elk River Wealth Management LLC now owns 303,269 shares of the company’s stock worth $6,747,000 after acquiring an additional 19,749 shares during the last quarter. Annex Advisory Services LLC increased its stake in VictoryShares Core Plus Intermediate Bond ETF by 131.3% in the 4th quarter. Annex Advisory Services LLC now owns 2,930,146 shares of the company’s stock worth $62,617,000 after acquiring an additional 1,663,602 shares during the last quarter. Finally, OneDigital Investment Advisors LLC raised its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF by 56.4% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 86,860 shares of the company’s stock valued at $1,932,000 after acquiring an additional 31,317 shares in the last quarter.

VictoryShares Core Plus Intermediate Bond ETF Price Performance

Shares of NASDAQ UBND opened at $21.41 on Thursday. The business has a 50-day moving average of $21.51 and a 200-day moving average of $21.79. VictoryShares Core Plus Intermediate Bond ETF has a 12 month low of $20.90 and a 12 month high of $22.43.

VictoryShares Core Plus Intermediate Bond ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Thursday, January 9th. Shareholders of record on Wednesday, January 8th were paid a $0.0121 dividend. The ex-dividend date was Wednesday, January 8th.

VictoryShares Core Plus Intermediate Bond ETF Company 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.