Goldstein Advisors Expands Position in VictoryShares Core Plus Bond ETF

Goldstein Advisors has bolstered its stake in the VictoryShares Core Plus Bond ETF (UBND), according to a recent SEC filing dated April 28, 2026. The firm acquired 279,496 additional shares during the first quarter of 2026, reflecting a strategic shift in its core holdings. The transaction, valued at approximately $6.15 million based on average closing prices, has elevated the ETF to the seventh-largest position in the firm's portfolio, up from eighth in the previous quarter. This adjustment suggests a balanced investment approach, blending equities with diversified fixed-income instruments. The UBND ETF provides institutional investors with access to a portfolio primarily composed of investment-grade securities, while maintaining a flexible mandate to allocate toward high-yield bonds. With an expense ratio of approximately 0.40%, the fund is positioned as a cost-effective alternative to passive bond indices, utilizing active management to optimize risk-adjusted returns. By increasing its exposure to this intermediate-duration vehicle, Goldstein Advisors is leveraging the fund's ability to adjust duration and shift allocations between Treasuries and corporate bonds. In the current volatile interest rate environment, this adaptability serves as a risk-managed method for capital preservation and income generation.