Retirement Planning Group LLC Has $143.11 Million Stock Position in VictoryShares Core Plus Intermediate Bond ETF $UBND

Retirement Planning Group LLC raised its position in shares of VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND) by 8.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,504,886 shares of the company’s stock after acquiring an additional 534,133 shares during the period. VictoryShares Core Plus Intermediate Bond ETF makes up approximately 4.7% of Retirement Planning Group LLC’s investment portfolio, making the stock its 6th largest position. Retirement Planning Group LLC owned about 8.32% of VictoryShares Core Plus Intermediate Bond ETF worth $143,108,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Correct Capital Wealth Management boosted its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF by 11.5% during the third quarter. Correct Capital Wealth Management now owns 869,655 shares of the company’s stock worth $19,176,000 after acquiring an additional 89,983 shares during the period. Elk River Wealth Management LLC boosted its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF by 8.2% during the third quarter. Elk River Wealth Management LLC now owns 352,001 shares of the company’s stock worth $7,762,000 after acquiring an additional 26,682 shares during the period. 1900 Wealth Management LLC boosted its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF by 2.7% during the fourth quarter. 1900 Wealth Management LLC now owns 4,288,773 shares of the company’s stock worth $94,353,000 after acquiring an additional 112,555 shares during the period. Victory Capital Management Inc. boosted its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF by 2.4% during the third quarter. Victory Capital Management Inc. now owns 15,558,846 shares of the company’s stock worth $343,073,000 after acquiring an additional 362,323 shares during the period. Finally, Annex Advisory Services LLC raised its position in shares of VictoryShares Core Plus Intermediate Bond ETF by 3.0% in the fourth quarter. Annex Advisory Services LLC now owns 16,978,957 shares of the company’s stock valued at $373,537,000 after buying an additional 491,114 shares in the last quarter.

VictoryShares Core Plus Intermediate Bond ETF Trading Up 0.4%

NASDAQ UBND opened at $21.82 on Thursday. VictoryShares Core Plus Intermediate Bond ETF has a 1-year low of $21.32 and a 1-year high of $22.41. The company has a 50 day moving average of $21.87 and a 200-day moving average of $21.99.

VictoryShares Core Plus Intermediate Bond ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Friday, April 10th. Stockholders of record on Thursday, April 9th were given a $0.1057 dividend. The ex-dividend date was Thursday, April 9th.

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.