Core Insights - Northeast Planning Associates has increased its position in the VictoryShares Core Intermediate Bond ETF by 120,572 shares, totaling 287,198 shares valued at $13.65 million, making it the second-largest holding in their portfolio [2][6] - The ETF represents approximately 11.58% of the fund's reportable assets as of September 30, with a current price of $47.41, reflecting a 3% increase over the past year [3][4] ETF Overview - The VictoryShares Core Intermediate Bond ETF has an Assets Under Management (AUM) of $2.68 billion and offers a yield of 4% [4] - The ETF focuses on investment-grade bonds and selectively includes foreign and emerging market debt, aiming to balance yield and risk [5][8] Portfolio Composition - The ETF's investment strategy allocates at least 80% of its assets in U.S. and foreign debt securities, with up to 20% in non-U.S. dollar and emerging market bonds [8] - The portfolio is heavily weighted towards defensive assets, with a significant portion in AAA-rated bonds and government securities, which account for over 40% of assets [9] Performance Analysis - The ETF has shown a modest performance with a 3% gain over the past year, which is lower than equities, indicating a focus on stability and predictable income rather than high returns [10]