AWM
AE Wealth Management’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
118,169
+6,292
| +6% | +$160K | 0.02% | 446 |
|
|
2025
Q1 | $2.81M | Buy |
111,877
+4,712
| +4% | +$119K | 0.02% | 450 |
|
|
2024
Q4 | $2.71M | Buy |
107,165
+8,965
| +9% | +$226K | 0.02% | 465 |
|
|
2024
Q3 | $2.53M | Buy |
98,200
+4,733
| +5% | +$122K | 0.02% | 467 |
|
|
2024
Q2 | $2.33M | Buy |
93,467
+6,374
| +7% | +$159K | 0.02% | 481 |
|
|
2024
Q1 | $2.2M | Sell |
87,093
-24,227
| -22% | -$611K | 0.02% | 472 |
|
|
2023
Q4 | $2.81M | Sell |
111,320
-16,475
| -13% | -$416K | 0.01% | 787 |
|
|
2023
Q3 | $3.13M | Sell |
127,795
-69,841
| -35% | -$1.71M | 0.02% | 694 |
|
|
2023
Q2 | $4.88M | Buy |
197,636
+120,933
| +158% | +$2.99M | 0.03% | 538 |
|
|
2023
Q1 | $1.91M | Sell |
76,703
-24,334
| -24% | -$604K | 0.01% | 824 |
|
|
2022
Q4 | $2.45M | Buy |
101,037
+59,298
| +142% | +$1.44M | 0.02% | 678 |
|
|
2022
Q3 | $993K | Sell |
41,739
-967,647
| -96% | -$23M | 0.01% | 935 |
|
|
2022
Q2 | $24.3M | Buy |
1,009,386
+292,749
| +41% | +$7.06M | 0.19% | 129 |
|
|
2022
Q1 | $18.8M | Sell |
716,637
-44,045
| -6% | -$1.16M | 0.13% | 168 |
|
|
2021
Q4 | $20.7M | Buy |
760,682
+26,430
| +4% | +$718K | 0.14% | 148 |
|
|
2021
Q3 | $20.1M | Sell |
734,252
-321,910
| -30% | -$8.82M | 0.17% | 133 |
|
|
2021
Q2 | $29.1M | Buy |
1,056,162
+960,730
| +1,007% | +$26.5M | 0.25% | 92 |
|
|
2021
Q1 | $2.61M | Sell |
95,432
-4,077
| -4% | -$111K | 0.03% | 496 |
|
|
2020
Q4 | $2.68M | Sell |
99,509
-1,808,303
| -95% | -$48.7M | 0.03% | 409 |
|
|
2020
Q3 | $49.4M | Buy |
1,907,812
+220,982
| +13% | +$5.72M | 0.7% | 22 |
|
|
2020
Q2 | $42.5M | Buy |
1,686,830
+254,652
| +18% | +$6.42M | 0.66% | 25 |
|
|
2020
Q1 | $33.7M | Buy |
1,432,178
+1,396,421
| +3,905% | +$32.9M | 0.78% | 24 |
|
|
2019
Q4 | $963K | Sell |
35,757
-80,829
| -69% | -$2.18M | 0.02% | 540 |
|
|
2019
Q3 | $3.15M | Buy |
116,586
+98,498
| +545% | +$2.66M | 0.09% | 200 |
|
|
2019
Q2 | $493K | Sell |
18,088
-1,827
| -9% | -$49.8K | 0.01% | 592 |
|
|
2019
Q1 | $543K | Sell |
19,915
-8,330
| -29% | -$227K | 0.04% | 325 |
|
|
2018
Q4 | $735K | Sell |
28,245
-2,833
| -9% | -$73.7K | 0.13% | 187 |
|
|
2018
Q3 | $857K | Buy |
31,078
+13,913
| +81% | +$384K | 0.05% | 242 |
|
|
2018
Q2 | $468K | Sell |
17,165
-340
| -2% | -$9.27K | 0.03% | 265 |
|
|
2018
Q1 | $479K | Sell |
17,505
-14,688
| -46% | -$402K | 0.04% | 257 |
|
|
2017
Q4 | $887K | Buy |
32,193
+8,562
| +36% | +$236K | 0.08% | 182 |
|
|
2017
Q3 | $661K | Sell |
23,631
-64,684
| -73% | -$1.81M | 0.06% | 207 |
|
|
2017
Q2 | $2.47M | Sell |
88,315
-56,461
| -39% | -$1.58M | 0.29% | 64 |
|
|
2017
Q1 | $4.05M | Buy |
144,776
+38,413
| +36% | +$1.07M | 0.75% | 24 |
|
|
2016
Q4 | $2.94M | Buy |
+106,363
| New | +$2.94M | 1.19% | 12 |
|