GCA
Gradient Capital 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 | $295K | Hold |
11,565
| – | – | 0.09% | 130 |
|
|
2025
Q1 | $291K | Sell |
11,565
-887
| -7% | -$22.3K | 0.1% | 128 |
|
|
2024
Q4 | $314K | Buy |
12,452
+1,211
| +11% | +$30.6K | 0.1% | 118 |
|
|
2024
Q3 | $289K | Hold |
11,241
| – | – | 0.1% | 125 |
|
|
2024
Q2 | $281K | Hold |
11,241
| – | – | 0.1% | 126 |
|
|
2024
Q1 | $283K | Sell |
11,241
-25,614
| -69% | -$646K | 0.1% | 124 |
|
|
2023
Q4 | $927K | Buy |
36,855
+25,413
| +222% | +$639K | 0.35% | 65 |
|
|
2023
Q3 | $280K | Hold |
11,442
| – | – | 0.12% | 120 |
|
|
2023
Q2 | $283K | Hold |
11,442
| – | – | 0.11% | 122 |
|
|
2023
Q1 | $284K | Buy |
11,442
+204
| +2% | +$5.07K | 0.12% | 116 |
|
|
2022
Q4 | $272K | Sell |
11,238
-18,020
| -62% | -$437K | 0.12% | 116 |
|
|
2022
Q3 | $696K | Buy |
29,258
+1,452
| +5% | +$34.5K | 0.33% | 68 |
|
|
2022
Q2 | $671K | Sell |
27,806
-2,629
| -9% | -$63.4K | 0.32% | 67 |
|
|
2022
Q1 | $799K | Hold |
30,435
| – | – | 0.34% | 62 |
|
|
2021
Q4 | $826K | Sell |
30,435
-4
| -0% | -$109 | 0.34% | 63 |
|
|
2021
Q3 | $834K | Buy |
30,439
+474
| +2% | +$13K | 0.38% | 56 |
|
|
2021
Q2 | $826K | Buy |
+29,965
| New | +$826K | 0.39% | 55 |
|
|
2020
Q2 | – | Sell |
-8,564
| Closed | -$202K | – | 97 |
|
|
2020
Q1 | $202K | Sell |
8,564
-106
| -1% | -$2.5K | 0.16% | 86 |
|
|
2019
Q4 | $234K | Sell |
8,670
-473
| -5% | -$12.8K | 0.16% | 85 |
|
|
2019
Q3 | $247K | Sell |
9,143
-795
| -8% | -$21.5K | 0.18% | 83 |
|
|
2019
Q2 | $271K | Sell |
9,938
-1,399
| -12% | -$38.1K | 0.21% | 79 |
|
|
2019
Q1 | $309K | Sell |
11,337
-1,957
| -15% | -$53.3K | 0.25% | 71 |
|
|
2018
Q4 | $346K | Buy |
13,294
+837
| +7% | +$21.8K | 0.3% | 61 |
|
|
2018
Q3 | $344K | Sell |
12,457
-252
| -2% | -$6.96K | 0.29% | 67 |
|
|
2018
Q2 | $347K | Sell |
12,709
-1,650
| -11% | -$45.1K | 0.32% | 62 |
|
|
2018
Q1 | $393K | Sell |
14,359
-1,219
| -8% | -$33.4K | 0.39% | 51 |
|
|
2017
Q4 | $429K | Buy |
+15,578
| New | +$429K | 0.44% | 44 |
|