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BTS Asset Management, Inc.13F | |
| BTS Asset Management, Inc. | |
| Last update 2025-04-16 | 35 Stocks (18 new) |
| Value $89.00 Mil | Turnover 25 % |
BTS Asset Management, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYLB |
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
| 1,063,231 | 38,435.8 | -33.91% | 43.400 | -19.66% | 1.000 | +2.08% | +2.00% | 3,929.6 | ||
JNK | SPDR Bloomberg High Yield Bond ETF | 164,144 | 15,638.6 | -10.22% | 17.660 | -1.78% | 0.260 | +2.20% | +1.54% | 8,033.9 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 159,620 | 15,179.0 | New Holding | 17.140 | +17.14% | 0.040 | -0.35% | +2.24% | 34,793.2 | ||
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 215,004 | 7,914.3 | -10.39% | 8.940 | -0.92% | 0.040 | +1.99% | +1.66% | 24,986.6 | ||
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 18,274 | 952.7 | +93.93% | 1.080 | +0.52% | 0.010 | 0% | +0.28% | 6,736.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 3,705 | 718.8 | +20.57% | 0.810 | +0.14% | 0.000 | +10.49% | +6.27% | 90,207.5 | ||
SRLN | SPDR Blackstone Senior Loan ETF | 15,010 | 617.4 | New Holding | 0.700 | +0.70% | 0.010 | +2.01% | -0.26% | 7,056.7 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 10,375 | 537.2 | -2.29% | 0.610 | -0.01% | 0.000 | +8.67% | -2.41% | 25,490.8 | ||
JEPI | JPMorgan Equity Premium Income ETF | 9,388 | 536.4 | -10.02% | 0.610 | -0.06% | 0.000 | +4.29% | -0.63% | 41,282.5 | ||
JAAA | Janus Henderson AAA CLO ETF | 9,134 | 463.2 | New Holding | 0.520 | +0.52% | 0.000 | +0.50% | 0% | 22,855.0 |
BTS Asset Management, Inc.'s Historical Top Holdings Breakdowns
BTS Asset Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HYLB |
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -19.66% | 35.96 ($36.39) 36.72 | $36.80 | 1.13% | Reduce -33.91% | 1,063,231 | -545,478 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +17.14% | 91.17 ($93.56) 95.39 | $94.52 | 1.03% | New holding | 159,620 | 159,620 | |
JNK | SPDR Bloomberg High Yield Bond ETF | 2025-03-31 | Reduce Reduce | -1.78% | 94.86 ($96.18) 97.12 | $96.94 | 0.79% | Reduce -10.22% | 164,144 | -18,680 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-03-31 | Sold Out Sold Out | -1.24% | 408.78 ($432.49) 448.82 | $447.11 | 3.38% | Sold Out | 0 | -2,922 | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -1.09% | 78.51 ($79.37) 80.13 | $80.44 | 1.35% | Sold Out | 0 | -13,837 | |
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.92% | 36.63 ($37.08) 37.45 | $37.40 | 0.86% | Reduce -10.39% | 215,004 | -24,939 | |
SPHY | SPDR Portfolio High Yield Bond ETF | 2025-03-31 | Reduce Reduce | -0.79% | 23.32 ($23.63) 23.84 | $23.71 | 0.34% | Reduce -72.02% | 13,180 | -33,929 | |
RS | Reliance Inc | 2025-03-31 | Sold Out Sold Out | -0.71% | 266.61 ($286.12) 302.66 | $301.33 | 5.32% | Sold Out | 0 | -2,625 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2025-03-31 | New Buy New Buy | +0.70% | 41.02 ($41.59) 41.99 | $41.62 | 0.07% | New holding | 15,010 | 15,010 | |
TIP | iShares TIPS Bond ETF | 2025-03-31 | New Buy New Buy | +0.52% | 106.22 ($108.63) 111.09 | $109.73 | 1.01% | New holding | 4,165 | 4,165 |
BTS Asset Management, Inc. Total Holding History ($B)
BTS Asset Management, Inc.'s Asset Allocation
BTS Asset Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BTS Asset Management, Inc.'s Hypothetical Growth since 2025-03-31
BTS Asset Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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BTS Asset Management, Inc.'s Holdings Heat Map
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BTS Asset Management, Inc.'s Holdings Bubble Chart
BTS Asset Management, Inc. News
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