Goldstein Advisors LLC Has $39.34 Million Holdings in VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND)

Goldstein Advisors LLC lifted its stake in VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND) by 26.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,768,493 shares of the company’s stock after buying an additional 370,502 shares during the period. VictoryShares Core Plus Intermediate Bond ETF makes up approximately 6.0% of Goldstein Advisors LLC’s investment portfolio, making the stock its 5th biggest position. Goldstein Advisors LLC owned about 8.45% of VictoryShares Core Plus Intermediate Bond ETF worth $39,344,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Elk River Wealth Management LLC lifted its stake in VictoryShares Core Plus Intermediate Bond ETF by 7.0% during the third quarter. Elk River Wealth Management LLC now owns 303,269 shares of the company’s stock worth $6,747,000 after purchasing an additional 19,749 shares during the last quarter. Retirement Planning Group LLC bought a new stake in VictoryShares Core Plus Intermediate Bond ETF during the third quarter worth $39,256,000. Annex Advisory Services LLC lifted its stake in VictoryShares Core Plus Intermediate Bond ETF by 99.3% during the third quarter. Annex Advisory Services LLC now owns 1,266,544 shares of the company’s stock worth $28,177,000 after purchasing an additional 631,082 shares during the last quarter. Madison Wealth Partners Inc bought a new stake in VictoryShares Core Plus Intermediate Bond ETF during the second quarter worth $1,721,000. Finally, 1900 Wealth Management LLC lifted its stake in VictoryShares Core Plus Intermediate Bond ETF by 48.0% during the second quarter. 1900 Wealth Management LLC now owns 2,525,445 shares of the company’s stock worth $54,032,000 after purchasing an additional 818,770 shares during the last quarter.

VictoryShares Core Plus Intermediate Bond ETF Stock Performance

NASDAQ UBND opened at $21.72 on Friday. VictoryShares Core Plus Intermediate Bond ETF has a fifty-two week low of $20.28 and a fifty-two week high of $22.43. The business has a fifty day moving average price of $22.12 and a two-hundred day moving average price of $21.68.

VictoryShares Core Plus Intermediate Bond ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Wednesday, October 9th. Stockholders of record on Tuesday, October 8th were paid a $0.0669 dividend. This represents a $0.80 dividend on an annualized basis and a dividend yield of 3.69%. The ex-dividend date of this dividend was Tuesday, October 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.