Arete Wealth Advisors’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
21,420
+1,131
| +6% | +$28.8K | 0.04% | 383 |
|
|
2025
Q1 | $510K | Buy |
20,289
+3,051
| +18% | +$76.7K | 0.04% | 388 |
|
|
2024
Q4 | $435K | Buy |
17,238
+7,585
| +79% | +$191K | 0.03% | 451 |
|
|
2024
Q3 | $249K | Sell |
9,653
-1,102
| -10% | -$28.4K | 0.02% | 580 |
|
|
2024
Q2 | $269K | Sell |
10,755
-2,994
| -22% | -$74.9K | 0.02% | 563 |
|
|
2024
Q1 | $347K | Sell |
13,749
-4,314
| -24% | -$109K | 0.03% | 328 |
|
|
2023
Q4 | $454K | Buy |
+18,063
| New | +$454K | 0.03% | 423 |
|
|
2023
Q3 | – | Sell |
-34,598
| Closed | -$855K | – | 673 |
|
|
2023
Q2 | $855K | Buy |
34,598
+8,794
| +34% | +$217K | 0.08% | 238 |
|
|
2023
Q1 | $641K | Sell |
25,804
-6,172
| -19% | -$153K | 0.05% | 288 |
|
|
2022
Q4 | $775M | Sell |
31,976
-312
| -1% | -$7.56M | 0.07% | 246 |
|
|
2022
Q3 | $768K | Buy |
32,288
+3,136
| +11% | +$74.6K | 0.08% | 222 |
|
|
2022
Q2 | $703K | Buy |
29,152
+959
| +3% | +$23.1K | 0.07% | 192 |
|
|
2022
Q1 | $731K | Buy |
28,193
+4,804
| +21% | +$125K | 0.06% | 224 |
|
|
2021
Q4 | $594K | Buy |
23,389
+2,668
| +13% | +$67.8K | 0.05% | 258 |
|
|
2021
Q3 | $568K | Buy |
20,721
+5,321
| +35% | +$146K | 0.06% | 238 |
|
|
2021
Q2 | $351K | Buy |
15,400
+686
| +5% | +$15.6K | 0.05% | 243 |
|
|
2021
Q1 | $402K | Buy |
+14,714
| New | +$402K | 0.05% | 274 |
|
|
2020
Q3 | – | Sell |
-16,400
| Closed | -$413K | – | 409 |
|
|
2020
Q2 | $413K | Buy |
16,400
+779
| +5% | +$19.6K | 0.07% | 246 |
|
|
2020
Q1 | $368K | Buy |
15,621
+1,044
| +7% | +$24.6K | 0.07% | 225 |
|
|
2019
Q4 | $393K | Buy |
14,577
+142
| +1% | +$3.83K | 0.07% | 261 |
|
|
2019
Q3 | $390K | Buy |
14,435
+548
| +4% | +$14.8K | 0.07% | 252 |
|
|
2019
Q2 | $378K | Buy |
13,887
+1,176
| +9% | +$32K | 0.07% | 264 |
|
|
2019
Q1 | $346K | Buy |
12,711
+699
| +6% | +$19K | 0.07% | 263 |
|
|
2018
Q4 | $313K | Buy |
12,012
+1,082
| +10% | +$28.2K | 0.08% | 266 |
|
|
2018
Q3 | $302K | Buy |
10,930
+541
| +5% | +$14.9K | 0.07% | 268 |
|
|
2018
Q2 | $284K | Buy |
10,389
+220
| +2% | +$6.01K | 0.07% | 286 |
|
|
2018
Q1 | $278K | Buy |
+10,169
| New | +$278K | 0.09% | 248 |
|