VRTS Nwflt M/S SH TRM BD-IPIMSX

13F holders, Q3 2025 (September 30)
1holders
1new positions
0sold out
$4.59avg. 13F price*

At the end of Q3 2025, 1 institutions reported holding VRTS Nwflt M/S SH TRM BD-I (PIMSX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($826).

Company
VRTS Nwflt M/S SH TRM BD-I
Filed as
Virtus Newfleet Multi-Sector S/T Bd I (Q3 2025)
CUSIP
92828R610
Latest filing quarter
Q4 2025

History

Number of 13F holders

01 Q3 2024: 1Q3 2024Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q3 2024 → Q3 2025

InstitutionsTotal Value
New Positions1$826
Exits0$0

All 13F filers, Q3 2024 → Q3 2025: 180 shares bought, net +180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Kelleher Financial Advisors 0.00% New 180 $826

"% of holder's portfolio" is PIMSX's weight in each manager's 13F, not the share of VRTS Nwflt M/S SH TRM BD-I the manager owns.