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What happened According to a recent SEC filing, Madison Wealth Partners, Inc. increased its position in VictoryShares Core Plus Bond ETF(NASDAQ:UBND) by 1,229,384 shares in the first quarter of 2026. The estimated value of the trade, calcu…
Key Points Goldstein Advisors, LLC increased its UBND holdings by 279,496 shares, with an estimated trade value of $6.15 million (based on quarterly average price). The quarter-end position value rose by $5.78 million, reflecting both trad…
What happened According to an SEC filing dated Jan. 23, 2026, Annex Advisory Services, LLC reduced its stake in Victory Portfolios II - VictoryShares Free Cash Flow ETF(NASDAQ:VFLO) by 1,421,755 shares. The estimated value of the shares so…
Key Points Atlanta-based Cahaba Wealth Management added 66,931 shares of ISTB in the fourth quarter. The estimated trade value was $3.27 million based on quarterly average pricing. Post-transaction, the fund reported holding 1.06 million I…