ETIA
Epic Trust Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.83M | Buy |
153,494
+41,316
| +37% | +$1.03M | 4.22% | 5 |
|
|
2024
Q1 | $2.83M | Buy |
112,178
+22,439
| +25% | +$566K | 3.49% | 6 |
|
|
2023
Q4 | $2.26M | Buy |
89,739
+25,986
| +41% | +$653K | 3.02% | 6 |
|
|
2023
Q3 | $1.56M | Sell |
63,753
-9,909
| -13% | -$242K | 2.45% | 8 |
|
|
2023
Q2 | $1.82M | Buy |
73,662
+6,813
| +10% | +$168K | 2.58% | 8 |
|
|
2023
Q1 | $1.66M | Buy |
66,849
+2,644
| +4% | +$65.7K | 2.02% | 11 |
|
|
2022
Q4 | $1.56M | Sell |
64,205
-6,698
| -9% | -$162K | 2.34% | 9 |
|
|
2022
Q3 | $1.69M | Buy |
70,903
+30,482
| +75% | +$725K | 2.33% | 10 |
|
|
2022
Q2 | $975K | Sell |
40,421
-3,510
| -8% | -$84.7K | 1.84% | 15 |
|
|
2022
Q1 | $1.15M | Sell |
43,931
-4,801
| -10% | -$126K | 1.8% | 16 |
|
|
2021
Q4 | $1.32M | Buy |
+48,732
| New | +$1.32M | 1.92% | 13 |
|