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 Q2	$37.1M	Buy	1,707,703 +103,945	+6%	+$2.26M	4.72%	4
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 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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Madison Wealth Partners's UBND Position: Q2 2026 in Review

Madison Wealth Partners increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 6.5% in Q2 2026, buying an estimated $2.26M and bringing the position to 1,707,703 shares worth $37.1M. The position accounts for 4.72% of the portfolio, ranked #4.

Madison Wealth Partners first reported a position in UBND in Q2 2024 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

Madison Wealth Partners held 1,707,703 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $37.1M as of Q2 2026.
Madison Wealth Partners bought 103,945 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $2.26M.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up 4.72% of Madison Wealth Partners's portfolio in Q2 2026, its #4 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 9 quarters since.
53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.