13F Filings History of BTS Asset Management, Inc.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$73,945,114
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 32 stock holdings with total value $73,945,114 as of Q4 2025. Top holdings included HYLB, USHY, SPHD, JEPI, and DIA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 32 $73,945,114 +$5,260,267 -$8,416,036 -$3,155,769 HYLB, USHY, SPHD, JEPI, DIA 13F-HR 26 Jan 2026, 09:51
Q3 2025 30 $78,015,097 +$5,578,788 -$11,694,657 -$6,115,869 HYLB, USHY, SPHD, JEPI, KR 13F-HR 12 Nov 2025, 15:11
Q2 2025 34 $83,045,581 +$38,791,291 -$45,384,702 -$6,593,411 HYLB, USHY, SPHD, TFLO, SDIV 13F-HR 30 Jul 2025, 13:16
Q1 2025 35 $88,569,041 +$21,843,908 -$33,059,777 -$11,215,869 HYLB, JNK, IEF, USHY, TFLO 13F-HR 16 Apr 2025, 10:04
Q4 2024 37 $99,787,514 +$9,001,728 -$11,310,175 -$2,308,447 HYLB, JNK, USHY, DIA, SPHY 13F-HR 15 Jan 2025, 13:50
Q3 2024 30 $104,895,474 +$17,435,471 -$23,858,082 -$6,422,611 HYLB, JNK, USHY, DIA, HYG 13F-HR 22 Oct 2024, 15:23
Q2 2024 22 $107,349,879 +$1,800,968 -$14,430,712 -$12,629,744 HYLB, JNK, HYD, CWB, HYG 13F-HR 05 Aug 2024, 13:00
Q1 2024 36 $120,890,293 +$16,430,442 -$28,882,781 -$12,452,339 HYLB, JNK, HYD, CWB, HYG 13F-HR 22 Apr 2024, 09:58
Q4 2023 25 $132,543,706 +$39,534,707 -$68,085,085 -$28,550,378 HYLB, JNK, IEF, HYD, CWB 13F-HR 18 Jan 2024, 11:29
Q3 2023 36 $154,497,763 +$12,990,692 -$49,828,792 -$36,838,100 HYLB, JNK, SJNK, BND, HYG 13F-HR 10 Oct 2023, 16:48
Q2 2023 41 $194,779,576 +$166,726,065 -$146,590,780 +$20,135,285 HYLB, JNK, BND, CWB, USMV 13F-HR 10 Jul 2023, 14:44
Q1 2023 42 $174,797,760 +$151,764,304 -$204,381,778 -$52,617,474 IEI, SHY, BND, VIG, VGIT 13F-HR 05 Apr 2023, 13:14
Q4 2022 41 $227,179,687 +$216,581,690 -$16,864,597 +$199,717,093 JNK, HYLB, HYG, SPLV, SJNK 13F-HR 02 Feb 2023, 17:12
Q3 2022 33 $26,620,000 +$8,003,888 -$22,387,496 -$14,383,608 BIL, SGOV, GBIL, BND, GSY 13F-HR 08 Nov 2022, 14:22
Q2 2022 38 $44,213,000 +$21,853,416 -$292,948,472 -$271,095,056 BND, VIG, SGOV, BIL, GSY 13F-HR 04 Aug 2022, 17:24
Q1 2022 32 $326,148,000 +$90,764,591 -$108,439,107 -$17,674,516 HYG, HYLB, JNK, SHYG, VIG 13F-HR 13 May 2022, 16:43
Q4 2021 27 $277,108,000 +$21,106,943 -$65,254,989 -$44,148,046 HYG, HYLB, SPLV, USMV, CWB 13F-HR 15 Feb 2022, 15:05
Q3 2021 25 $466,726,000 +$75,450,469 -$130,367,683 -$54,917,214 HYG, JNK, HYLB, SPLV, CWB 13F-HR 12 Nov 2021, 13:07
Q2 2021 22 $524,946,000 +$175,328,114 -$158,138,915 +$17,189,199 HYG, JNK, HYLB, HYD, SJNK 13F-HR 16 Aug 2021, 14:59
Q4 2020 21 $503,706,000 +$494,927,813 $0 +$494,927,813 HYG, JNK, HYD, CWB, USMV 13F-HR 03 Mar 2021, 15:14
Q3 2020 16 $8,579,000 +$4,809,976 -$368,958,000 -$364,148,024 EDV, SRLN, TLH, CWB, PFF 13F-HR 16 Nov 2020, 09:40
Q2 2020 20 $372,608,000 +$370,464,028 -$3,366,000 +$367,098,028 TLT, IEF, HYD, SPTL, CWB 13F-HR 14 Aug 2020, 14:15
Q1 2020 16 $5,018,000 +$4,064,798 -$335,296,238 -$331,231,440 VBR, CWB, SRLN, TLH, PFF 13F-HR 15 May 2020, 13:14
Q4 2019 20 $337,746,000 +$60,417,203 -$98,303,130 -$37,885,927 HYG, CWB, SPLV, TLT, HYLB 13F-HR 14 Feb 2020, 13:56
Q3 2019 18 $731,138,000 +$724,728,686 -$85,615,475 +$639,113,211 JNK, HYG, HYLB, SJNK, EDV 13F-HR 12 Nov 2019, 10:40
Q2 2019 18 $92,049,000 +$92,049,000 $0 +$92,049,000 IEF, HYLB, TLT, CWB, SRLN 13F-HR 14 Aug 2019, 14:11
Q1 2019 0 $0 $0 $0 $0 13F-HR 13 May 2019, 11:20
Q4 2018 0 $0 $0 -$781,716,000 -$781,716,000 13F-HR 05 Feb 2019, 10:49
Q3 2018 5 $781,716,000 $0 -$65,836,687 -$65,836,687 JNK, HYG, HYLB, SJNK, ANGL 13F-HR 13 Nov 2018, 14:37
Q2 2018 5 $836,054,000 +$836,054,000 $0 +$836,054,000 JNK, HYG, HYLB, SJNK, ANGL 13F-HR 15 Aug 2018, 14:43
Q1 2018 0 $0 $0 $0 $0 13F-HR 14 May 2018, 11:58
Q4 2017 0 $0 $0 -$937,194,000 -$937,194,000 13F-HR 12 Feb 2018, 12:22
Q3 2017 11 $937,194,000 +$104,947,299 $0 +$104,947,299 HYG, JNK, SJNK, DIA, HYS 13F-HR 09 Nov 2017, 16:11
Q2 2017 8 $832,951,000 +$178,840,541 -$71,185,059 +$107,655,482 HYG, JNK, SJNK, HYS, HYLB 13F-HR 10 Aug 2017, 12:48
Q1 2017 7 $719,540,000 +$166,641,300 -$3,480,792 +$163,160,508 HYG, JNK, SJNK, CWB, HYS 13F-HR 28 Apr 2017, 10:54
Q4 2016 6 $549,076,000 +$67,031,580 $0 +$67,031,580 HYG, JNK, SJNK, HYS, PHB 13F-HR 14 Feb 2017, 12:26
Q3 2016 6 $486,321,000 +$486,309,000 $0 +$486,309,000 JNK, HYG, PHB, HYS, SJNK 13F-HR 14 Feb 2017, 12:24
Q2 2016 1 $12,000 $0 -$275,814,000 -$275,814,000 ZROZ 13F-HR 14 Feb 2017, 11:14
Q1 2016 6 $275,825,000 $0 $0 $0 JNK, HYG, SJNK, HYS, MUB 13F-HR 14 Feb 2017, 11:13
Q2 2014 2 $14,000,000 $0 -$2,846,663 -$2,846,663 JNK, HYG 13F-HR 18 Jul 2014, 16:39
Q1 2014 3 $16,800,000 $0 -$2,509,570 -$2,509,570 JNK, HYG, VGK 13F-HR 06 May 2014, 17:10
Q4 2013 4 $18,980,000 $0 $0 $0 JNK, HYG, VGK, TMV 13F-HR 12 Feb 2014, 09:31