Cypress Financial Planning’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 | $1.35M | Buy |
53,094
+1,188
| +2% | +$30.3K | 0.44% | 25 |
|
2025
Q1 | $1.31M | Buy |
51,906
+1,577
| +3% | +$39.7K | 0.47% | 24 |
|
2024
Q4 | $1.27M | Buy |
50,329
+5,823
| +13% | +$147K | 0.47% | 24 |
|
2024
Q3 | $1.15M | Buy |
44,506
+714
| +2% | +$18.4K | 0.42% | 23 |
|
2024
Q2 | $1.09M | Sell |
43,792
-7,212
| -14% | -$180K | 0.45% | 22 |
|
2024
Q1 | $1.29M | Buy |
51,004
+1,962
| +4% | +$49.5K | 0.59% | 19 |
|
2023
Q4 | $1.22M | Buy |
49,042
+2,022
| +4% | +$50.5K | 1.11% | 14 |
|
2023
Q3 | $1.15M | Buy |
47,020
+6,302
| +15% | +$154K | 0.66% | 18 |
|
2023
Q2 | $999K | Buy |
40,718
+1,219
| +3% | +$29.9K | 0.57% | 19 |
|
2023
Q1 | $974K | Buy |
39,499
+3,167
| +9% | +$78.1K | 0.59% | 19 |
|
2022
Q4 | $882K | Sell |
36,332
-1,958
| -5% | -$47.5K | 0.59% | 21 |
|
2022
Q3 | $911K | Buy |
38,290
+5,636
| +17% | +$134K | 0.65% | 18 |
|
2022
Q2 | $788K | Buy |
+32,654
| New | +$788K | 0.54% | 20 |
|