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Cahaba Wealth Management’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Cahaba Wealth Management’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$186M Buy
8,561,595
+382,419
+5% +$8.31M 11.22% 2
2026
Q1 		$178M Buy
8,179,176
+316,424
+4% +$6.96M 12.09% 2
2025
Q4 		$173M Buy
7,862,752
+219,287
+3% +$4.84M 12.04% 2
2025
Q3 		$169M Buy
7,643,465
+7,619,630
+31,968% +$167M 12.2% 2
2025
Q2 		$521K Buy
+23,835
New +$514K 0.04% 92

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Cahaba Wealth Management's UBND Position: Q2 2026 in Review

Cahaba Wealth Management increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 4.7% in Q2 2026, buying an estimated $8.31M and bringing the position to 8,561,595 shares worth $186M. The position accounts for 11.22% of the portfolio, ranked #2.

Cahaba Wealth Management first reported a position in UBND in Q2 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Cahaba Wealth Management held 8,561,595 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $186M as of Q2 2026.
  • Cahaba Wealth Management bought 382,419 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $8.31M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 11.22% of Cahaba Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Cahaba Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.