TFM
UBND icon

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

Trademark Financial 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
Q2 		$878K Buy
40,429
+1,794
+5% +$39K 0.36% 48
2026
Q1 		$841K Buy
+38,635
New +$850K 0.41% 39

Other funds holding UBND

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

Trademark Financial Management's UBND Position: Q2 2026 in Review

Trademark Financial Management increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 4.6% in Q2 2026, buying an estimated $39K and bringing the position to 40,429 shares worth $878K. The position accounts for 0.36% of the portfolio, ranked #48.

Trademark Financial Management first reported a position in UBND in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Trademark Financial Management held 40,429 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $878K as of Q2 2026.
  • Trademark Financial Management bought 1,794 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $39K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.36% of Trademark Financial Management's portfolio in Q2 2026, its #48 holding.
  • Trademark Financial Management first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.