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Portfolio (Quarterly) Guide ↗

Virtus Fixed Income Advisers, LLC

· CIK 0002079921
13F Portfolio $158M AUM 86 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 67 New 6 Added 7 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SEIX VIRTUS ETF TR II 386,766.0 $8.9M 5.65% -379K -49.5% $23.13 +0.6%
2 CABLE ONE INC 2,895,000.0 $1.9M 1.19% -10.5M -78.4% $0.65
3 HYG ISHARES TR 19,253.0 $1.5M 0.97% -6K -24.4% $79.97 -0.3%
4 BKLN INVESCO EXCH TRADED FD TR II 54,195.0 $1.1M 0.70% -17K -24.0% $20.37 +0.7%
5 VEMY VIRTUS ETF TR II 52.0 $1K 0.00% -10.0 -16.1% $28.83 -1.0%
6 JPMB J P MORGAN EXCHANGE TRADED F 13.0 $524.0 -6.0 -31.6% $40.31 -1.5%
7 SPTS SPDR SERIES TRUST 10.0 $290.0 -3.0 -23.1% $29.00 -0.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.