Caldwell Trust’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Buy |
327,382
+10,352
|
|
||||
|
2025
Q1 | $7.98M | Buy |
317,030
+15,450
|
|
||||
|
2024
Q4 | $7.61M | Buy |
301,580
+23,595
|
|
||||
|
2024
Q3 | $7.16M | Buy |
277,985
+45,393
|
|
||||
|
2024
Q2 | $5.81M | Buy |
232,592
+66,060
|
|
||||
|
2024
Q1 | $4.2M | Buy |
166,532
+20,250
|
|
||||
|
2023
Q4 | $3.68M | Buy |
146,282
+23,900
|
|
||||
|
2023
Q3 | $2.99M | Buy |
122,382
+1,344
|
|
||||
|
2023
Q2 | $2.99M | Buy |
121,038
+3,971
|
|
||||
|
2023
Q1 | $2.91M | Sell |
117,067
-6,923
|
|
||||
|
2022
Q4 | $3.01M | Sell |
123,990
-2,173
|
|
||||
|
2022
Q3 | $3M | Sell |
126,163
-827
|
|
||||
|
2022
Q2 | $3.06M | Sell |
126,990
-595
|
|
||||
|
2022
Q1 | $3.35M | Buy |
127,585
+3,119
|
|
||||
|
2021
Q4 | $3.38M | Buy |
124,466
+5,471
|
|
||||
|
2021
Q3 | $3.26M | Sell |
118,995
-2,314
|
|
||||
|
2021
Q2 | $3.35M | Buy |
121,309
+215
|
|
||||
|
2021
Q1 | $3.31M | Buy |
121,094
+1,610
|
|
||||
|
2020
Q4 | $3.22M | Sell |
119,484
-2,837
|
|
||||
|
2020
Q3 | $3.16M | Sell |
122,321
-7,879
|
|
||||
|
2020
Q2 | $3.28M | Sell |
130,200
-19,721
|
|
||||
|
2020
Q1 | $3.53M | Sell |
149,921
-50,180
|
|
||||
|
2019
Q4 | $5.39M | Buy |
+200,101
|
|