Morningstar

VictoryShares Core Intermediate Bond ETF UITB

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis UITB

Will UITB outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UITB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UITB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UITB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Management Swap at VictoryShares Core Intermediate Bond ETF, Ratings Unchanged.

null Ken Noguchi

Ken Noguchi

Analyst Note

Victory Capital named Michael Duncan and Stephanie Garza as portfolio managers on VictoryShares Core Intermediate Bond ETF, effective Nov. 1, 2025, and removed Brian Smith. This news does not alter the ETF’s Average People or Above Average Process pillars or its Morningstar Medalist Ratings.

by Ken Noguchi
Published on

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Portfolio Holdings UITB

More UITB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

2.15 57M
Government

United States Treasury Notes 3.875%

2.04 54M
Government

United States Treasury Notes 4.125%

1.95 52M
Government

United States Treasury Notes 4.5%

1.88 50M
Government

United States Treasury Notes 3.375%

1.72 45M
Government

United States Treasury Notes 4.25%

1.55 41M
Government

United States Treasury Notes 3.875%

1.05 28M
Government

United States Treasury Notes 2.75%

1.02 27M
Government

United States Treasury Notes 3.875%

0.98 26M
Government

United States Treasury Bonds 4.625%

0.87 23M
Government

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