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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
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 $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
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

Tandem Financial's UBND Position: Q1 2026 in Review

Tandem Financial opened a new position in Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q1 2026: 83,732 shares worth $1.82M. The stake represents 0.58% of the portfolio and ranks #40 among its holdings.

43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

  • Tandem Financial held 83,732 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $1.82M as of Q1 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF was a new Tandem Financial position in Q1 2026.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.58% of Tandem Financial's portfolio in Q1 2026, its #40 holding.
  • 43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.