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Tandem Financial’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Tandem Financial’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 		$2.31M Buy
106,198
+22,466
+27% +$488K 0.69% 37
2026
Q1 		$1.82M Buy
+83,732
New +$1.84M 0.58% 40

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Tandem Financial's UBND Position: Q2 2026 in Review

Tandem Financial increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 27% in Q2 2026, buying an estimated $488K and bringing the position to 106,198 shares worth $2.31M. The position accounts for 0.69% of the portfolio, ranked #37.

Tandem Financial first reported a position in UBND in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Tandem Financial held 106,198 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $2.31M as of Q2 2026.
  • Tandem Financial bought 22,466 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $488K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.69% of Tandem Financial's portfolio in Q2 2026, its #37 holding.
  • Tandem Financial first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.