Northeast Planning Buys $6 Million of VictoryShares Core Intermediate Bond ETF
Key Points
Added 123,205 shares of VictoryShares USAA Core Intermediate-Term Bond ETF; estimated trade value $5.9 million (based on average prices in the fourth quarter of 2025).
Quarter-end position value rose by $5.8 million, reflecting both trading and price movement.
Position change represents a 4.1% increase in 13F reportable assets under management (AUM).
Post-trade position stood at 410,403 shares, valued at $19.4 million.
The position now accounts for 13.7% of the firm's assets, and among its top five holdings.
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On Feb. 4, 2026, Northeast Planning Associates, Inc. disclosed a buy of VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB) shares, with an estimated transaction value of $5.9 million based on quarterly average pricing.
What happened
According to its SEC filing dated Feb. 4, 2026, Northeast Planning Associates, Inc. increased its stake in VictoryShares Core Intermediate Bond ETF by 123,205 shares. The estimated transaction value, based on the mean unadjusted close during the fourth quarter of 2025, was approximately $5.9 million. The fund’s UITB holding ended the quarter valued at $19.4 million, with the net position change reflecting both purchases and price fluctuations.
What else to know
- Following the buy, UITB accounts for 13.7% of Northeast Planning Associates’ fund assets, as reported in its 13F filing.
- Top five holdings after the filing:
- NYSEMKT:SLV: $29.3 million (20.7% of AUM)
- NASDAQ:UITB: $19.4 million (13.7% of AUM)
- NASDAQ:USTB: $12.8 million (9.1% of AUM)
- NYSEMKT:JPST: $11.0 million (7.8% of AUM)
- NYSEMKT:GDX: $9.1 million (6.4% of AUM)
- As of Feb. 3, 2026, UITB shares were priced at $47.35, up 6.7% over the past year, and trailing the S&P 500 by 10.2 percentage points.
- Dividend yield was 4.05% as of Feb. 4, 2026; shares stood 1.3% below the 52-week high.
ETF overview
| Metric | Value |
|---|---|
| AUM | $2.7 billion |
| Dividend yield | 4.05% |
| Price (as of market close February 3, 2026) | $47.35 |
| 1-year total return | 6.7% |
ETF snapshot
- The investment strategy focuses primarily on investment-grade corporate debt and U.S. government securities.
- Under normal market conditions, the portfolio allocates at least 35% of its net assets to government obligations, with up to 5% to below-investment-grade, or “junk,” bonds.
- Structured as an exchange-traded fund (ETF).
VictoryShares Core Intermediate-Term Bond ETF (UITB) offers investors a diversified portfolio of primarily investment-grade bonds, aiming to balance income and risk through exposure to a broad range of debt securities. The fund's strategy leverages a disciplined asset allocation and risk management framework to provide consistent income and total return potential. UITB's scale and transparent ETF structure make it a competitive choice for institutional and individual investors seeking core bond exposure with liquidity and efficiency.
What this transaction means for investors
Investors looking for safe, low-risk income in 2026 are probably going to find quality bond ETFs solid options. Institutional investors were making many adjustments in the fourth quarter amid the prospect of lower interest rates and catalysts for near-term economic improvement.
The Federal Reserve cut rates twice last year, and analysts are anticipating at least one more cut in 2026. This sends mixed signals to investors: lower interest rates can support higher asset prices, including bonds, but they also signal economic weakness and, therefore, the need for stimulus.
UITB offers an attractive 4% yield, given its focus on longer-duration bonds maturing in 3 to 10 years. This adds extra income while also providing the potential for returns if more investors start to buy bonds, anticipating lower interest rates on the horizon.
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John Ballard has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
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