EverSource Wealth 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 | $696 | Sell |
27
-1
| -4% | -$26 | ﹤0.01% | 3810 |
|
|
2025
Q1 | $701 | Sell |
28
-184
| -87% | -$4.61K | ﹤0.01% | 3344 |
|
|
2024
Q4 | $5.37K | Buy |
212
+181
| +584% | +$4.58K | ﹤0.01% | 2310 |
|
|
2024
Q3 | $793 | Sell |
31
-2
| -6% | -$51 | ﹤0.01% | 2770 |
|
|
2024
Q2 | $837 | Buy |
+33
| New | +$837 | ﹤0.01% | 2774 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$31 | – | 2992 |
|
|
2023
Q4 | $31 | Buy |
+1
| New | +$31 | ﹤0.01% | 2619 |
|
|
2023
Q1 | – | Sell |
-217
| Closed | -$5.26K | – | 2521 |
|
|
2022
Q4 | $5.26K | Buy |
217
+145
| +201% | +$3.52K | ﹤0.01% | 1578 |
|
|
2022
Q3 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1721 |
|
|
2022
Q2 | – | Sell |
-1,785
| Closed | -$47K | – | 1874 |
|
|
2022
Q1 | $47K | Sell |
1,785
-511
| -22% | -$13.5K | 0.01% | 480 |
|
|
2021
Q4 | $62K | Buy |
+2,296
| New | +$62K | 0.02% | 388 |
|