13F Filings History of BTS Asset Management, Inc.

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$78M
Signature - Title
Corey Lampman - Compliance Analyst
Location
Lincoln, MA
Summary
This page shows a list of all the recent 13F filings made by BTS Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BTS Asset Management, Inc. reported 30 stock holdings with total value $78M as of Q3 2025. Top holdings included HYLB, USHY, SPHD, JEPI, and KR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 30 $78M +$5.58M -$11.7M -$6.12M HYLB, USHY, SPHD, JEPI, KR 13F-HR 12 Nov 2025, 15:11
Q2 2025 34 $83M +$38.8M -$45.4M -$6.59M HYLB, USHY, SPHD, TFLO, SDIV 13F-HR 30 Jul 2025, 13:16
Q1 2025 35 $88.6M +$21.8M -$33.1M -$11.2M HYLB, JNK, IEF, USHY, TFLO 13F-HR 16 Apr 2025, 10:04
Q4 2024 37 $99.8M +$9M -$11.3M -$2.31M HYLB, JNK, USHY, DIA, SPHY 13F-HR 15 Jan 2025, 13:50
Q3 2024 30 $105M +$17.4M -$23.9M -$6.42M HYLB, JNK, USHY, DIA, HYG 13F-HR 22 Oct 2024, 15:23
Q2 2024 22 $107M +$1.8M -$14.4M -$12.6M HYLB, JNK, HYD, CWB, HYG 13F-HR 05 Aug 2024, 13:00
Q1 2024 36 $121M +$16.4M -$28.9M -$12.5M HYLB, JNK, HYD, CWB, HYG 13F-HR 22 Apr 2024, 09:58
Q4 2023 25 $133M +$39.5M -$68.1M -$28.6M HYLB, JNK, IEF, HYD, CWB 13F-HR 18 Jan 2024, 11:29
Q3 2023 36 $154M +$13M -$26.6M -$13.6M HYLB, JNK, SJNK, BND, HYG 13F-HR 10 Oct 2023, 16:48
Q2 2023 40 $195M +$167M -$1.22M +$166M HYLB, JNK, BND, CWB, USMV 13F-HR 10 Jul 2023, 14:44
Q1 2023 42 $175M +$152M -$441K +$151M IEI, SHY, BND, VIG, VGIT 13F-HR 05 Apr 2023, 13:14
Q4 2022 40 $227M +$217M -$1.88M +$215M JNK, HYLB, HYG, SPLV, SJNK 13F-HR 02 Feb 2023, 16:12
Q3 2022 25 $26.3M +$7.69M -$6.19M +$1.5M BIL, SGOV, GBIL, BND, GSY 13F-HR 08 Nov 2022, 13:22
Q2 2022 37 $44.2M +$21.9M -$67.4M -$45.5M BND, VIG, BILXXXX, SGOV, GSY 13F-HR 04 Aug 2022, 17:24
Q1 2022 32 $326M +$90.9M -$90.9M +$12.8K HYG, HYLB, JNK, SHYG, VIG 13F-HR 13 May 2022, 16:43
Q4 2021 24 $277M +$21.1M -$65.3M -$44.1M HYG, HYLB, SPLV, USMV, CWB 13F-HR 15 Feb 2022, 14:05
Q3 2021 25 $467M +$75.5M -$130M -$54.9M HYG, JNK, HYLB, SPLV, CWB 13F-HR 12 Nov 2021, 13:07
Q2 2021 22 $525M +$175M -$158M +$17.2M HYG, JNK, HYLB, HYD, SJNK 13F-HR 16 Aug 2021, 14:59
Q4 2020 21 $504M +$495M +$495M HYG, JNK, HYD, CWB, USMV 13F-HR 03 Mar 2021, 14:14
Q3 2020 16 $8.58M +$4.81M +$4.81M EDV, SRLN, TLH, CWB, PFF 13F-HR 16 Nov 2020, 08:40
Q2 2020 20 $373M +$371M +$371M TLT, IEF, HYD, SPTL, CWB 13F-HR 14 Aug 2020, 14:15
Q1 2020 15 $5.02M +$4.06M -$26.4M -$22.3M VBR, CWB, SRLN, TLH, PFF 13F-HR 15 May 2020, 13:14
Q4 2019 19 $338M +$60.4M -$98.3M -$37.9M HYG, CWB, SPLV, TLT, HYLB 13F-HR 14 Feb 2020, 12:56
Q3 2019 18 $731M +$725M -$1.8M +$723M JNK, HYG, HYLB, SJNK, EDV 13F-HR 12 Nov 2019, 09:40
Q2 2019 18 $92M +$92M +$92M IEF, HYLB, TLT, CWB, SRLN 13F-HR 14 Aug 2019, 14:11
Q1 2019 13F-HR 13 May 2019, 11:20
Q4 2018 13F-HR 05 Feb 2019, 09:49
Q3 2018 5 $782M -$65.8M -$65.8M JNKXXXX, HYG, HYLB, SJNK, ANGL 13F-HR 13 Nov 2018, 13:37
Q2 2018 5 $836M +$836M +$836M JNKXXXX, HYG, HYLB, SJNK, ANGL 13F-HR 15 Aug 2018, 14:43
Q1 2018 13F-HR 14 May 2018, 11:58
Q4 2017 13F-HR 12 Feb 2018, 11:22
Q3 2017 9 $925M +$92.4M +$92.4M HYG, JNKXXXX, SJNK, HYS, HYLB 13F-HR 09 Nov 2017, 15:11
Q2 2017 8 $833M +$179M -$71.2M +$108M HYG, JNKXXXX, SJNK, HYS, HYLB 13F-HR 10 Aug 2017, 12:48
Q1 2017 7 $720M +$167M -$3.47M +$163M HYG, JNKXXXX, SJNK, CWB, HYS 13F-HR 28 Apr 2017, 10:54
Q4 2016 6 $549M +$67M +$67M HYG, JNKXXXX, SJNK, HYS, PHBXXXX 13F-HR 14 Feb 2017, 11:26
Q3 2016 6 $486M +$486M +$486M JNKXXXX, HYG, PHBXXXX, HYS, SJNK 13F-HR 14 Feb 2017, 11:24
Q2 2016 1 $12K ZROZ 13F-HR 14 Feb 2017, 10:14
Q1 2016 6 $276M JNKXXXX, HYG, SJNK, HYS, MUB 13F-HR 14 Feb 2017, 10:13
Q2 2014 2 $14M -$2.81M -$2.81M JNKXXXX, HYG 13F-HR 18 Jul 2014, 16:39
Q1 2014 3 $16.8M -$2.49M -$2.49M JNKXXXX, HYG, VGK 13F-HR 06 May 2014, 17:10
Q4 2013 4 $19M JNKXXXX, HYG, VGK, TMV 13F-HR 12 Feb 2014, 08:31