UITB β€” VictoryShares Core Intermediate Bond ETF

Ownership history in Newman Dignan & Sheerar, Inc.  Β·  9 quarters on record

AI Ownership Summary

Newman Dignan & Sheerar, Inc. reported VictoryShares Core Intermediate Bond ETF (UITB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.8% in 2025 Q2. The latest visible filing shows UITB at 4.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UITB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newman Dignan & Sheerar, Inc.'s position in VictoryShares Core Intermediate Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UITB was reported at 4.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.8% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Newman Dignan & Sheerar, Inc. held UITB β€” position size vs. price
% of Fund (quarterly)    UITB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 473,674 -9,360 -1.9% 4.69% $22.3M 2026-04-13 $47.06
2025 Q4 ADDED 483,034 +21,645 +4.7% 4.77% $22.9M 2026-01-22 $46.83
2025 Q3 ADDED 461,389 +17,845 +4.0% 4.73% $21.9M 2025-10-09 $46.42
2025 Q2 ADDED 443,544 +89,811 +25.4% 4.80% $20.9M 2025-07-18 $45.14
2025 Q1 UNCHANGED 353,733 β€” 0% 4.16% $16.3M 2025-05-02 $44.71
2024 Q4 ADDED 353,733 +6,801 +2.0% 4.16% $16.3M 2025-01-30 $43.94
2024 Q3 ADDED 346,932 +84,665 +32.3% 3.88% $16.2M 2024-11-12 $43.72
2024 Q2 ADDED 262,267 +180,614 +221.2% 3.11% $12.1M 2024-07-15 $43.33
2024 Q1 INITIATED 81,653 β€” β€” 1.01% $3.8M 2024-04-29 $41.85

FAQ About Newman Dignan & Sheerar, Inc. and UITB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Newman Dignan & Sheerar, Inc. reported owning UITB?

Newman Dignan & Sheerar, Inc. reported UITB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UITB position in Newman Dignan & Sheerar, Inc.'s portfolio?

The largest reported portfolio weight for UITB was 4.80% in 2025 Q2.

What is the latest reported UITB position on this page?

The most recent filing on this page is 2026 Q1, when Newman Dignan & Sheerar, Inc. reported 473,674 shares, equal to 4.69% of portfolio, with an estimated market value of $22.3M.

What does the chart on this UITB ownership page compare?

The chart compares Newman Dignan & Sheerar, Inc.'s quarterly UITB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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