Lloyd Advisory Services’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.63K Buy
+77
New +$1.67K ﹤0.01% 553
2020
Q3
– Sell
-494
Closed -$11K – 395
2020
Q2
$11K Buy
494
+3
+0.6% +$67 0.01% 180
2020
Q1
$11K Sell
491
-2,185
-82% -$51.2K 0.01% 160
2019
Q4
$64K Buy
+2,676
New +$63.6K 0.06% 107

Other funds holding VSHY

Lloyd Advisory Services's VSHY Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2026: 77 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in VSHY as recently as Q2 2020.

Lloyd Advisory Services first reported a position in VSHY in Q4 2019 and has held it in 4 quarters since. The position peaked at $64K in Q4 2019. 5 funds tracked by Wall St. Rank hold VSHY as of Q3 2026.

  • Lloyd Advisory Services held 77 shares of Virtus Newfleet Short Duration High Yield Bond ETF worth $1.63K as of Q3 2026.
  • Virtus Newfleet Short Duration High Yield Bond ETF was a new Lloyd Advisory Services position in Q3 2026.
  • Virtus Newfleet Short Duration High Yield Bond ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #553 holding.
  • Lloyd Advisory Services first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Lloyd Advisory Services's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $64K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.