IAG Wealth Partners’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 | $1.2M | Sell |
47,153
-5,856
| -11% | -$149K | 0.16% | 62 |
|
|
2025
Q1 | $1.33M | Sell |
53,009
-7,796
| -13% | -$196K | 0.21% | 55 |
|
|
2024
Q4 | $1.54M | Buy |
60,805
+1,541
| +3% | +$38.9K | 0.27% | 51 |
|
|
2024
Q3 | $1.53M | Buy |
59,264
+4,393
| +8% | +$113K | 0.28% | 49 |
|
|
2024
Q2 | $1.37M | Buy |
54,871
+6,557
| +14% | +$164K | 0.28% | 45 |
|
|
2024
Q1 | $1.22M | Buy |
48,314
+5,444
| +13% | +$137K | 0.26% | 48 |
|
|
2023
Q4 | $1.08M | Buy |
42,870
+5,371
| +14% | +$135K | 0.25% | 48 |
|
|
2023
Q3 | $917K | Buy |
37,499
+14,215
| +61% | +$348K | 0.26% | 44 |
|
|
2023
Q2 | $575K | Buy |
+23,284
| New | +$575K | 0.15% | 51 |
|