Northeast Planning Buys $6 Million of VictoryShares Core Intermediate Bond ETF

3 days ago 8

John Ballard, The Motley Fool

Wed, February 18, 2026 astatine 7:51 AM CST 4 min read

On Feb. 4, 2026, Northeast Planning Associates, Inc. disclosed a bargain of VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB) shares, with an estimated transaction worth of $5.9 cardinal based connected quarterly mean pricing.

According to its SEC filing dated Feb. 4, 2026, Northeast Planning Associates, Inc. accrued its involvement successful VictoryShares Core Intermediate Bond ETF by 123,205 shares. The estimated transaction value, based connected the mean unadjusted adjacent during the 4th fourth of 2025, was astir $5.9 million. The fund’s UITB holding ended the 4th valued astatine $19.4 million, with the nett presumption alteration reflecting some purchases and terms fluctuations.

Following the buy, UITB accounts for 13.7% of Northeast Planning Associates’ money assets, arsenic reported successful its 13F filing.
Top 5 holdings aft the filing:
- NYSEMKT:SLV: $29.3 cardinal (20.7% of AUM)
- NASDAQ:UITB: $19.4 cardinal (13.7% of AUM)
- NASDAQ:USTB: $12.8 cardinal (9.1% of AUM)
- NYSEMKT:JPST: $11.0 cardinal (7.8% of AUM)
- NYSEMKT:GDX: $9.1 cardinal (6.4% of AUM)
As of Feb. 3, 2026, UITB shares were priced astatine $47.35, up 6.7% implicit the past year, and trailing the S&P 500 by 10.2 percent points.
Dividend output was 4.05% arsenic of Feb. 4, 2026; shares stood 1.3% beneath the 52-week high.

Metric

Value

AUM	$2.7 billion
Dividend yield	4.05%
Price (as of marketplace adjacent February 3, 2026)	$47.35
1-year full return	6.7%

The concern strategy focuses chiefly connected investment-grade firm indebtedness and U.S. authorities securities.
Under mean marketplace conditions, the portfolio allocates astatine slightest 35% of its nett assets to authorities obligations, with up to 5% to below-investment-grade, oregon “junk,” bonds.
Structured arsenic an exchange-traded money (ETF).

VictoryShares Core Intermediate-Term Bond ETF (UITB) offers investors a diversified portfolio of chiefly investment-grade bonds, aiming to equilibrium income and hazard done vulnerability to a wide scope of indebtedness securities. The fund's strategy leverages a disciplined plus allocation and hazard absorption model to supply accordant income and full instrumentality potential. UITB's standard and transparent ETF operation marque it a competitory prime for organization and idiosyncratic investors seeking halfway enslaved vulnerability with liquidity and efficiency.

Investors looking for safe, low-risk income successful 2026 are astir apt going to find prime enslaved ETFs coagulated options. Institutional investors were making galore adjustments successful the 4th fourth amid the imaginable of little involvement rates and catalysts for near-term economical improvement.

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