Retirement Planning Group LLC Has $131.66 Million Stock Holdings in VictoryShares Core Plus Intermediate Bond ETF $UBND

Retirement Planning Group LLC increased its holdings in shares of VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND) by 13.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,970,753 shares of the company’s stock after buying an additional 687,568 shares during the quarter. VictoryShares Core Plus Intermediate Bond ETF accounts for approximately 4.6% of Retirement Planning Group LLC’s holdings, making the stock its 6th largest holding. Retirement Planning Group LLC owned 9.25% of VictoryShares Core Plus Intermediate Bond ETF worth $131,655,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in UBND. Elk River Wealth Management LLC raised its position 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 purchasing an additional 26,682 shares during the period. Cahaba Wealth Management Inc. increased its stake in VictoryShares Core Plus Intermediate Bond ETF by 31,968.2% during the 3rd quarter. Cahaba Wealth Management Inc. now owns 7,643,465 shares of the company’s stock worth $168,538,000 after purchasing an additional 7,619,630 shares in the last quarter. U.S. Capital Wealth Advisors LLC acquired a new stake in VictoryShares Core Plus Intermediate Bond ETF during the 3rd quarter worth approximately $1,695,000. Correct Capital Wealth Management lifted its stake in VictoryShares Core Plus Intermediate Bond ETF by 0.9% in the second quarter. Correct Capital Wealth Management now owns 779,672 shares of the company’s stock valued at $17,036,000 after buying an additional 7,261 shares in the last quarter. Finally, Merit Financial Group LLC acquired a new position in shares of VictoryShares Core Plus Intermediate Bond ETF in the third quarter valued at approximately $120,658,000.

VictoryShares Core Plus Intermediate Bond ETF Stock Performance

Shares of NASDAQ:UBND opened at $22.04 on Wednesday. VictoryShares Core Plus Intermediate Bond ETF has a 12 month low of $21.11 and a 12 month high of $22.41. The company’s fifty day simple moving average is $22.02 and its 200 day simple moving average is $21.96.

VictoryShares Core Plus Intermediate Bond ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Friday, January 9th. Shareholders of record on Thursday, January 8th were paid a $0.013 dividend. The ex-dividend date of this dividend was Thursday, January 8th. This represents a c) annualized dividend and a dividend yield of 0.7%.

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.