Geneos Wealth Management’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 | $688K | Sell |
27,012
-32,452
| -55% | -$827K | 0.02% | 620 |
|
|
2025
Q1 | $1.5M | Buy |
59,464
+33,640
| +130% | +$846K | 0.02% | 556 |
|
|
2024
Q4 | $652K | Buy |
25,824
+3,006
| +13% | +$75.9K | 0.02% | 514 |
|
|
2024
Q3 | $588K | Sell |
22,818
-777
| -3% | -$20K | 0.02% | 517 |
|
|
2024
Q2 | $589K | Buy |
23,595
+1,724
| +8% | +$43K | 0.03% | 455 |
|
|
2024
Q1 | $552K | Sell |
21,871
-927
| -4% | -$23.4K | 0.03% | 474 |
|
|
2023
Q4 | $573K | Buy |
22,798
+3,836
| +20% | +$96.4K | 0.03% | 451 |
|
|
2023
Q3 | $464K | Sell |
18,962
-2,017
| -10% | -$49.3K | 0.02% | 480 |
|
|
2023
Q2 | $518K | Buy |
20,979
+2,609
| +14% | +$64.4K | 0.03% | 455 |
|
|
2023
Q1 | $456K | Buy |
18,370
+4,447
| +32% | +$110K | 0.03% | 461 |
|
|
2022
Q4 | $337K | Buy |
13,923
+5,780
| +71% | +$140K | 0.02% | 494 |
|
|
2022
Q3 | $193K | Buy |
8,143
+1,728
| +27% | +$41K | 0.01% | 609 |
|
|
2022
Q2 | $154K | Sell |
6,415
-415
| -6% | -$9.96K | 0.01% | 842 |
|
|
2022
Q1 | $179K | Sell |
6,830
-100
| -1% | -$2.62K | 0.01% | 850 |
|
|
2021
Q4 | $188K | Sell |
6,930
-618
| -8% | -$16.8K | 0.01% | 898 |
|
|
2021
Q3 | $206K | Sell |
7,548
-1,304
| -15% | -$35.6K | 0.01% | 843 |
|
|
2021
Q2 | $243K | Sell |
8,852
-1,704
| -16% | -$46.8K | 0.01% | 772 |
|
|
2021
Q1 | $289K | Sell |
10,556
-649
| -6% | -$17.8K | 0.01% | 819 |
|
|
2020
Q4 | $304K | Sell |
11,205
-1,383
| -11% | -$37.5K | 0.01% | 673 |
|
|
2020
Q3 | $322K | Sell |
12,588
-1,877
| -13% | -$48K | 0.02% | 540 |
|
|
2020
Q2 | $363K | Buy |
14,465
+3,382
| +31% | +$84.9K | 0.02% | 490 |
|
|
2020
Q1 | $260K | Sell |
11,083
-2,091
| -16% | -$49.1K | 0.02% | 539 |
|
|
2019
Q4 | $354K | Sell |
13,174
-951
| -7% | -$25.6K | 0.02% | 524 |
|
|
2019
Q3 | $381K | Sell |
14,125
-324
| -2% | -$8.74K | 0.02% | 468 |
|
|
2019
Q2 | $393K | Buy |
14,449
+3,549
| +33% | +$96.5K | 0.02% | 478 |
|
|
2019
Q1 | $297K | Buy |
10,900
+8,335
| +325% | +$227K | 0.02% | 533 |
|
|
2018
Q4 | $66K | Sell |
2,565
-2,751
| -52% | -$70.8K | ﹤0.01% | 983 |
|
|
2018
Q3 | $146K | Buy |
5,316
+5,155
| +3,202% | +$142K | 0.01% | 755 |
|
|
2018
Q2 | $4K | Buy |
161
+2
| +1% | +$50 | ﹤0.01% | 1990 |
|
|
2018
Q1 | $4K | Buy |
159
+1
| +0.6% | +$25 | ﹤0.01% | 1914 |
|
|
2017
Q4 | $4K | Sell |
158
-87
| -36% | -$2.2K | ﹤0.01% | 1892 |
|
|
2017
Q3 | $6K | Buy |
245
+2
| +0.8% | +$49 | ﹤0.01% | 1727 |
|
|
2017
Q2 | $6K | Sell |
243
-95
| -28% | -$2.35K | ﹤0.01% | 1691 |
|
|
2017
Q1 | $9K | Buy |
338
+2
| +0.6% | +$53 | ﹤0.01% | 1531 |
|
|
2016
Q4 | $9K | Sell |
336
-88
| -21% | -$2.36K | ﹤0.01% | 1479 |
|
|
2016
Q3 | $11K | Buy |
424
+2
| +0.5% | +$52 | ﹤0.01% | 1341 |
|
|
2016
Q2 | $11K | Sell |
422
-2,052
| -83% | -$53.5K | ﹤0.01% | 1301 |
|
|
2016
Q1 | $63K | Buy |
+2,474
| New | +$63K | 0.01% | 728 |
|