VictoryShares Core Intermediate Bond ETF $UITB is Planning Directions Inc.’s 4th Largest Position

Posted by Renee Jackson on Apr 6th, 2026

Planning Directions Inc. increased its holdings in shares of VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB – Free Report) by 16.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 280,824 shares of the company’s stock after purchasing an additional 39,451 shares during the quarter. VictoryShares Core Intermediate Bond ETF accounts for 6.7% of Planning Directions Inc.’s portfolio, making the stock its 4th biggest holding. Planning Directions Inc.’s holdings in VictoryShares Core Intermediate Bond ETF were worth $13,298,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of UITB. Farmers & Merchants Investments Inc. purchased a new position in VictoryShares Core Intermediate Bond ETF in the 3rd quarter worth about $33,000. PNC Financial Services Group Inc. purchased a new stake in shares of VictoryShares Core Intermediate Bond ETF during the 3rd quarter valued at about $40,000. Harbor Investment Advisory LLC boosted its holdings in shares of VictoryShares Core Intermediate Bond ETF by 566.7% during the 4th quarter. Harbor Investment Advisory LLC now owns 3,520 shares of the company’s stock valued at $167,000 after acquiring an additional 2,992 shares during the last quarter. Captrust Financial Advisors bought a new stake in shares of VictoryShares Core Intermediate Bond ETF in the second quarter worth approximately $220,000. Finally, J.W. Cole Advisors Inc. grew its stake in shares of VictoryShares Core Intermediate Bond ETF by 5.8% in the third quarter. J.W. Cole Advisors Inc. now owns 5,324 shares of the company’s stock worth $253,000 after acquiring an additional 290 shares during the period.

VictoryShares Core Intermediate Bond ETF Price Performance

UITB opened at $47.10 on Monday. The firm has a 50 day moving average price of $47.39 and a 200-day moving average price of $47.48. VictoryShares Core Intermediate Bond ETF has a twelve month low of $45.60 and a twelve month high of $48.06.

VictoryShares Core Intermediate Bond ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Wednesday, March 11th. Stockholders of record on Tuesday, March 10th were issued a dividend of $0.1617 per share. This represents a c) annualized dividend and a dividend yield of 4.1%. The ex-dividend date of this dividend was Tuesday, March 10th. This is a positive change from VictoryShares Core Intermediate Bond ETF’s previous monthly dividend of $0.16.

VictoryShares Core Intermediate Bond ETF Company Profile

(Free Report)

The Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) is an exchange-traded fund that is based on the Bloomberg US Aggregate Bond index. The fund is an actively managed bond fund that invests primarily in US issues with a dollar-weighted average maturity of three to ten years. UITB was launched on Oct 24, 2017 and is managed by VictoryShares.