FIM
VSHY icon

Freedom Investment Management’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-13,245
Closed -$289K – 706
2025
Q2 		$289K Sell
13,245
-1,025
-7% -$22.1K 0.02% 603
2025
Q1 		$309K Sell
14,270
-641
-4% -$14K 0.03% 580
2024
Q4 		$323K Sell
14,911
-1,900
-11% -$41.6K 0.03% 570
2024
Q3 		$369K Buy
16,811
+445
+3% +$9.69K 0.03% 526
2024
Q2 		$350K Buy
16,366
+2,030
+14% +$43.4K 0.03% 532
2024
Q1 		$310K Sell
14,336
-2,287
-14% -$49.1K 0.02% 594
2023
Q4 		$357K Buy
16,623
+681
+4% +$14.2K 0.03% 535
2023
Q3 		$333K Sell
15,942
-976
-6% -$20.6K 0.04% 466
2023
Q2 		$355K Sell
16,918
-1,751
-9% -$36.6K 0.04% 488
2023
Q1 		$391K Sell
18,669
-1,968
-10% -$41.3K 0.04% 475
2022
Q4 		$425K Buy
20,637
+150
+0.7% +$3.09K 0.05% 477
2022
Q3 		$412K Buy
20,487
+6,407
+46% +$135K 0.05% 480
2022
Q2 		$290K Sell
14,080
-1,531
-10% -$33.7K 0.03% 595
2022
Q1 		$363K Buy
15,611
+2,476
+19% +$58.4K 0.03% 567
2021
Q4 		$320K Buy
13,135
+950
+8% +$23.2K 0.02% 652
2021
Q3 		$300K Buy
12,185
+1,259
+12% +$31K 0.02% 634
2021
Q2 		$270K Sell
10,926
-648
-6% -$15.9K 0.02% 716
2021
Q1 		$282K Buy
+11,574
New +$283K 0.02% 685

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Freedom Investment Management's VSHY Position: Q3 2025 in Review

Freedom Investment Management sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2025, closing a stake of 13,245 shares — an estimated $289K sold.

Freedom Investment Management first reported a position in VSHY in Q1 2021 and held it in 18 quarters. The position peaked at $425K in Q4 2022. 14 funds tracked by Wall St. Rank hold VSHY as of Q3 2025.

  • Freedom Investment Management reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 13,245 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q3 2025, an estimated $289K.
  • Freedom Investment Management first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $425K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.