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News  ›  The Motley Fool

How This $14 Million Bond ETF Position Signals a Clear Risk-Off Move in Late 2025

The Motley Fool Logo The Motley Fool By Jonathan Ponciano
How This $14 Million Bond ETF Position Signals a Clear Risk-Off Move in Late 2025

Northeast Planning Associates significantly increased its position in the VictoryShares Core Intermediate Bond ETF (UITB) to $13.65 million, making it the fund's second-largest holding. This move reflects a risk-off investment strategy focused on capital preservation, with the portfolio heavily weighted toward defensive assets including precious metals, short-duration Treasurys, and investment-grade bonds.

Insights
UITB   positive

The ETF received a significant $5.8 million increase in investment from Northeast Planning Associates, elevating it to the second-largest portfolio position. The article frames this as a strategic move toward stability and capital preservation, indicating confidence in the fund's role as a core fixed income holding with strong fundamentals (AA average credit profile, 2/3 of portfolio in AAA-rated bonds).