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Stonebridge Financial Group (Missouri)’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Stonebridge Financial Group (Missouri)’s Portfolio NFLT Stock Details NFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$234K Buy
10,283
+453
+5% +$10.4K 0.2% 137
2025
Q4 		$226K Buy
+9,830
New +$227K 0.2% 142

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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stonebridge Financial Group (Missouri)'s NFLT Position: Q1 2026 in Review

Stonebridge Financial Group (Missouri) increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 4.6% in Q1 2026, buying an estimated $10.4K and bringing the position to 10,283 shares worth $234K. The position accounts for 0.2% of the portfolio, ranked #137.

Stonebridge Financial Group (Missouri) first reported a position in NFLT in Q4 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Stonebridge Financial Group (Missouri) held 10,283 shares of Virtus Newfleet Multi-Sector Bond ETF worth $234K as of Q1 2026.
  • Stonebridge Financial Group (Missouri) bought 453 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $10.4K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.2% of Stonebridge Financial Group (Missouri)'s portfolio in Q1 2026, its #137 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q1 2026, filed 17 Apr 2026.