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Madison Wealth Partners’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Madison Wealth Partners’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
Q1 		$34.9M Buy
1,603,758
+1,229,384
+328% +$27M 5.57% 5
2025
Q4 		$8.24M Buy
374,374
+148,301
+66% +$3.27M 1.5% 15
2025
Q3 		$4.98M Buy
226,073
+65,867
+41% +$1.44M 0.99% 18
2025
Q2 		$3.5M Sell
160,206
-4,753
-3% -$103K 0.76% 23
2025
Q1 		$3.6M Buy
164,959
+17,183
+12% +$371K 0.89% 20
2024
Q4 		$3.16M Buy
147,776
+26,020
+21% +$565K 0.88% 20
2024
Q3 		$2.71M Buy
121,756
+41,324
+51% +$908K 0.8% 23
2024
Q2 		$1.72M Buy
+80,432
New +$1.71M 0.59% 25

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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 $1.56B AUM 14.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Madison Wealth Partners's UBND Position: Q1 2026 in Review

Madison Wealth Partners increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 328% in Q1 2026, buying an estimated $27M and bringing the position to 1,603,758 shares worth $34.9M. The position accounts for 5.57% of the portfolio, ranked #5.

Madison Wealth Partners first reported a position in UBND in Q2 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Madison Wealth Partners held 1,603,758 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $34.9M as of Q1 2026.
  • Madison Wealth Partners bought 1,229,384 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $27M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 5.57% of Madison Wealth Partners's portfolio in Q1 2026, its #5 holding.
  • Madison Wealth Partners first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.