UITB — VictoryShares Core Intermediate Bond ETF

Ownership history in Newman Dignan & Sheerar, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Newman Dignan & Sheerar, Inc. reported a position in VictoryShares Core Intermediate Bond ETF (UITB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.8% (2025 Q2)
Avg. % of fund
3.83%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 483,034 +21,645 +4.7% 4.77% $22.9M $47.00
2025 Q3 ADDED 461,389 +17,845 +4.0% 4.73% $21.9M $46.56
2025 Q2 ADDED 443,544 +89,811 +25.4% 4.80% $20.9M $45.66
2025 Q1 UNCHANGED 353,733 — 0% 4.16% $16.3M $45.06
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UITB price (monthly, adj. close)

Other funds also holding UITB

As of 2025 Q4 — sorted by position size

NORTHEAST PLANNING ASSOCIATES, INC. / NH / 13.73% Alliance Wealth Advisors, LLC 3Y 11.17% Cyr Financial Inc. 7.61% UNITED SERVICES AUTOMOBILE ASSOCIATION 3Y 7Y 7.26% Blue Water Asset Management 7.05% PLANNING DIRECTIONS INC 3Y 7Y 6.7% Wealth Advisory Team LLC 5.29% Pinnacle Wealth Management Group, Inc. 3Y 4.52% Allen Capital Group, LLC 3Y 7Y 4.47% Bogart Wealth, LLC 3Y 7Y 3.78%
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