HNWAG
High Net Worth Advisory Group’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 | $917K | Hold |
36,000
| – | – | 0.24% | 88 |
|
|
2025
Q1 | $906K | Hold |
36,000
| – | – | 0.26% | 90 |
|
|
2024
Q4 | $909K | Buy |
36,000
+1,000
| +3% | +$25.3K | 0.25% | 91 |
|
|
2024
Q3 | $901K | Hold |
35,000
| – | – | 0.25% | 92 |
|
|
2024
Q2 | $874K | Sell |
35,000
-1,000
| -3% | -$25K | 0.26% | 83 |
|
|
2024
Q1 | $908K | Hold |
36,000
| – | – | 0.29% | 82 |
|
|
2023
Q4 | $905K | Hold |
36,000
| – | – | 0.34% | 75 |
|
|
2023
Q3 | $881K | Hold |
36,000
| – | – | 0.35% | 70 |
|
|
2023
Q2 | $889K | Hold |
36,000
| – | – | 0.35% | 76 |
|
|
2023
Q1 | $894K | Hold |
36,000
| – | – | 0.36% | 73 |
|
|
2022
Q4 | $873K | Buy |
36,000
+15,000
| +71% | +$364K | 0.34% | 72 |
|
|
2022
Q3 | $499K | Buy |
21,000
+10,000
| +91% | +$238K | 0.21% | 99 |
|
|
2022
Q2 | $265K | Buy |
11,000
+2,500
| +29% | +$60.2K | 0.11% | 149 |
|
|
2022
Q1 | $223K | Buy |
8,500
+2,500
| +42% | +$65.6K | 0.08% | 175 |
|
|
2021
Q4 | $163K | Buy |
+6,000
| New | +$163K | 0.06% | 203 |
|