GeoWealth 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 | $103K | Buy |
4,026
+652
| +19% | +$16.6K | ﹤0.01% | 806 |
|
|
2025
Q1 | $84.9K | Buy |
3,374
+268
| +9% | +$6.74K | ﹤0.01% | 820 |
|
|
2024
Q4 | $78.4K | Sell |
3,106
-1,887
| -38% | -$47.6K | ﹤0.01% | 1033 |
|
|
2024
Q3 | $129K | Sell |
4,993
-43,010
| -90% | -$1.11M | ﹤0.01% | 834 |
|
|
2024
Q2 | $1.2M | Sell |
48,003
-70,125
| -59% | -$1.75M | 0.05% | 232 |
|
|
2024
Q1 | $2.98M | Buy |
118,128
+3,593
| +3% | +$90.6K | 0.12% | 135 |
|
|
2023
Q4 | $2.88M | Buy |
114,535
+10,594
| +10% | +$266K | 0.24% | 91 |
|
|
2023
Q3 | $2.54M | Sell |
103,941
-55,513
| -35% | -$1.36M | 0.29% | 85 |
|
|
2023
Q2 | $3.94M | Buy |
159,454
+98,974
| +164% | +$2.44M | 0.43% | 48 |
|
|
2023
Q1 | $1.5M | Buy |
60,480
+27,542
| +84% | +$684K | 0.18% | 78 |
|
|
2022
Q4 | $798K | Sell |
32,938
-771
| -2% | -$18.7K | 0.08% | 126 |
|
|
2022
Q3 | $802K | Sell |
33,709
-1,799
| -5% | -$42.8K | 0.09% | 132 |
|
|
2022
Q2 | $856K | Sell |
35,508
-866
| -2% | -$20.9K | 0.11% | 115 |
|
|
2022
Q1 | $955K | Buy |
36,374
+16,178
| +80% | +$425K | 0.08% | 149 |
|
|
2021
Q4 | $549K | Buy |
+20,196
| New | +$549K | 0.04% | 199 |
|
|
2019
Q4 | – | Sell |
-9,023
| Closed | -$244K | – | 193 |
|
|
2019
Q3 | $244K | Buy |
+9,023
| New | +$244K | 0.05% | 175 |
|