Bond funds’ ability to make money when falling yields lead to higher prices for their bonds was on full display in late 2023. After the yield on the benchmark US Treasury 10-year note briefly touched ...
Intermediate core bond funds can form the centerpiece of a fixed-income portfolio. To screen for the top-performing funds in this category, we looked for those with the best returns over the last one- ...
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 ...
Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...
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 ...
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) ...
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