Cahaba Wealth Management
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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
Q3 		$183M Buy
8,858,585
+296,990
+3% +$6.33M 11.01% 2
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 $179B AUM 29.92% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Correct Capital Wealth Management
Correct Capital Wealth Management Clayton, Missouri $589M AUM 12.38% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Cahaba Wealth Management's UBND Position: Q3 2026 in Review

Cahaba Wealth Management increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 3.5% in Q3 2026, buying an estimated $6.33M and bringing the position to 8,858,585 shares worth $183M. The position accounts for 11.01% of the portfolio, ranked #2.

Cahaba Wealth Management first reported a position in UBND in Q2 2025 and has held it in 6 quarters since. The position peaked at $186M in Q2 2026. 31 funds tracked by Wall St. Rank hold UBND as of Q3 2026.

  • Cahaba Wealth Management held 8,858,585 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $183M as of Q3 2026.
  • Cahaba Wealth Management bought 296,990 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q3 2026, an estimated $6.33M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 11.01% of Cahaba Wealth Management's portfolio in Q3 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 6 quarters since.
  • Cahaba Wealth Management's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $186M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q3 2026.

Based on Cahaba Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.