Madison Target Retirement 2030 Fund
ULTRA SERIES FUND
Fund of fundsTarget-date

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TCW FLEX INC ETF 0 48,421 48,421 3.62% $1.90M
Avantis Emerging Markets Equity ETF 0 9,638 9,638 1.48% $776.63K
ISHARES CORE US GROWTH ETF 0 3,254 3,254 0.96% $504.73K
Global X US Infrastructure Development ETF 0 7,777 7,777 0.75% $395.15K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ISHARES MSCI EUROZONE ETF 15,734 0 -15,734 0.00% -$1.01M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SCHWAB INTERMEDIATE TERM U S TREASURY ETF 214,277 271,795 57,518 12.89% $1.40M
iShares 5-10 Year Investment Grade Corporate Bond ETF 65,608 83,520 17,912 8.46% $909.98K
iShares Aaa - A Rated Corporate Bond ETF 69,597 71,065 1,468 6.44% $35.06K
VANGUARD FTSE ALL WORLD EX US ETF 9,207 18,793 9,586 2.69% $734.09K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Janus Henderson Mortgage-Backed Securities ETF 207,039 196,242 -10,797 16.88% -$593.40K
INVESCO S&P 500 QUALITY ETF MUTUAL FUND 76,437 64,216 -12,221 9.19% -$908.20K
JPMorgan International Research Enhanced Equity ETF 34,099 32,427 -1,672 4.68% -$97.31K
VANGUARD INF T E 3,282 2,955 -327 3.93% -$412.14K
State Street SPDR Portfolio Short Term Treasury ETF 134,999 59,834 -75,165 3.32% -$2.21M
Distillate U.S. Fundamental Stability & Value ETF 43,379 30,026 -13,353 3.31% -$817.12K
State Street Navigator Securities Lending Portfolio II 1,915,423 1,076,602 -838,821 2.05% -$838.82K
State Street SPDR S&P Bank ETF 20,423 11,309 -9,114 1.28% -$566.02K
ISHARES MSCI EMERGING MARKETS ASIA ETF 15,782 6,004 -9,778 1.09% -$909.03K
Distillate Small/Mid Cash Flow ETF 10,886 7,636 -3,250 0.54% -$100.36K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ISHARES 7-10 YEAR TSY. BD 69,968 69,968 0 12.71% -$50.38K
VICTORYSHARES FREE CASH FLOW ETF 28,846 28,846 0 2.17% $2.88K
State Street SPDR Portfolio S&P 400 Mid Cap ETF 13,659 13,659 0 1.54% $17.89K

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