BFA
Brendel Financial Advisors’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 | $2.66M | Buy |
104,366
+2,088
| +2% | +$53.2K | 1.49% | 31 |
|
|
2025
Q1 | $2.57M | Buy |
102,278
+780
| +0.8% | +$19.6K | 1.56% | 26 |
|
|
2024
Q4 | $2.56M | Sell |
101,498
-10,010
| -9% | -$253K | 1.55% | 28 |
|
|
2024
Q3 | $2.87M | Sell |
111,508
-13,074
| -10% | -$337K | 1.63% | 25 |
|
|
2024
Q2 | $3.11M | Sell |
124,582
-1,783
| -1% | -$44.5K | 1.98% | 20 |
|
|
2024
Q1 | $3.19M | Sell |
126,365
-1,191
| -0.9% | -$30K | 3.65% | 10 |
|
|
2023
Q4 | $3.21M | Sell |
127,556
-1,326
| -1% | -$33.3K | 2.1% | 16 |
|
|
2023
Q3 | $3.15M | Buy |
128,882
+12,188
| +10% | +$298K | 4.68% | 7 |
|
|
2023
Q2 | $2.88M | Sell |
116,694
-7,282
| -6% | -$180K | 4.34% | 8 |
|
|
2023
Q1 | $3.08M | Buy |
123,976
+41,692
| +51% | +$1.04M | 2.28% | 16 |
|
|
2022
Q4 | $2M | Sell |
82,284
-465
| -0.6% | -$11.3K | 4% | 10 |
|
|
2022
Q3 | $1.97M | Buy |
82,749
+4,349
| +6% | +$103K | 4.67% | 8 |
|
|
2022
Q2 | $1.89M | Sell |
78,400
-34,717
| -31% | -$837K | 1.65% | 23 |
|
|
2022
Q1 | $2.97M | Sell |
113,117
-5,146
| -4% | -$135K | 1.61% | 22 |
|
|
2021
Q4 | $3.21M | Buy |
118,263
+635
| +0.5% | +$17.2K | 1.66% | 18 |
|
|
2021
Q3 | $3.22M | Buy |
117,628
+3,695
| +3% | +$101K | 3.84% | 4 |
|
|
2021
Q2 | $3.14M | Buy |
113,933
+12,096
| +12% | +$334K | 1.73% | 17 |
|
|
2021
Q1 | $2.78M | Buy |
+101,837
| New | +$2.78M | 1.86% | 22 |
|