AssetMark Inc
VSHY icon

AssetMark Inc’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

AssetMark Inc’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$301 Buy
+14
New +$305 ﹤0.01% 3267
2025
Q4 		– Sell
-883
Closed -$19.4K – 3478
2025
Q3 		$19.4K Buy
+883
New +$19.3K ﹤0.01% 1929

Other funds holding VSHY

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

AssetMark Inc's VSHY Position: Q1 2026 in Review

AssetMark Inc opened a new position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q1 2026: 14 shares worth $301. The stake represents ﹤0.01% of the portfolio and ranks #3267 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in VSHY as recently as Q3 2025.

AssetMark Inc first reported a position in VSHY in Q3 2025 and has held it in 2 quarters since. The position peaked at $19.4K in Q3 2025. 12 funds tracked by Wall St. Rank hold VSHY as of Q1 2026.

  • AssetMark Inc held 14 shares of Virtus Newfleet Short Duration High Yield Bond ETF worth $301 as of Q1 2026.
  • Virtus Newfleet Short Duration High Yield Bond ETF was a new AssetMark Inc position in Q1 2026.
  • Virtus Newfleet Short Duration High Yield Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3267 holding.
  • AssetMark Inc first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • AssetMark Inc's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $19.4K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.