IHT 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 | $1.06M | Sell |
41,782
-3,921
| -9% | -$99.9K | 0.03% | 484 |
|
|
2025
Q1 | $1.15M | Sell |
45,703
-3,271
| -7% | -$82.3K | 0.04% | 434 |
|
|
2024
Q4 | $1.24M | Sell |
48,974
-49,196
| -50% | -$1.24M | 0.04% | 383 |
|
|
2024
Q3 | $2.52M | Sell |
98,170
-160,856
| -62% | -$4.13M | 0.07% | 268 |
|
|
2024
Q2 | $6.47M | Buy |
259,026
+6,156
| +2% | +$154K | 0.24% | 84 |
|
|
2024
Q1 | $6.38M | Sell |
252,870
-4,247
| -2% | -$107K | 0.26% | 80 |
|
|
2023
Q4 | $6.46M | Buy |
257,117
+1,428
| +0.6% | +$35.9K | 0.29% | 75 |
|
|
2023
Q3 | $6.25M | Buy |
255,689
+14,493
| +6% | +$354K | 0.32% | 63 |
|
|
2023
Q2 | $5.96M | Buy |
241,196
+10,632
| +5% | +$263K | 0.31% | 65 |
|
|
2023
Q1 | $5.73M | Buy |
230,564
+209,230
| +981% | +$5.2M | 0.33% | 62 |
|
|
2022
Q4 | $517K | Sell |
21,334
-1,065
| -5% | -$25.8K | 0.03% | 485 |
|
|
2022
Q3 | $533K | Buy |
22,399
+9,826
| +78% | +$234K | 0.04% | 438 |
|
|
2022
Q2 | $303K | Buy |
12,573
+167
| +1% | +$4.03K | 0.03% | 527 |
|
|
2022
Q1 | $326K | Buy |
12,406
+619
| +5% | +$16.3K | 0.02% | 537 |
|
|
2021
Q4 | $320K | Buy |
+11,787
| New | +$320K | 0.02% | 582 |
|
|
2021
Q3 | – | Sell |
-20,333
| Closed | -$561K | – | 952 |
|
|
2021
Q2 | $561K | Buy |
20,333
+9,140
| +82% | +$252K | 0.04% | 498 |
|
|
2021
Q1 | $306K | Buy |
11,193
+297
| +3% | +$8.12K | 0.02% | 626 |
|
|
2020
Q4 | $294K | Buy |
10,896
+1,165
| +12% | +$31.4K | 0.02% | 572 |
|
|
2020
Q3 | $252K | Sell |
9,731
-27
| -0.3% | -$699 | 0.03% | 536 |
|
|
2020
Q2 | $246K | Sell |
9,758
-1,485
| -13% | -$37.4K | 0.03% | 458 |
|
|
2020
Q1 | $265K | Buy |
11,243
+512
| +5% | +$12.1K | 0.04% | 423 |
|
|
2019
Q4 | $289K | Sell |
10,731
-796
| -7% | -$21.4K | 0.03% | 454 |
|
|
2019
Q3 | $311K | Buy |
+11,527
| New | +$311K | 0.04% | 421 |
|
|
2018
Q2 | – | Sell |
-3,431
| Closed | -$93K | – | 1187 |
|
|
2018
Q1 | $93K | Buy |
3,431
+106
| +3% | +$2.87K | 0.03% | 499 |
|
|
2017
Q4 | $92K | Buy |
+3,325
| New | +$92K | 0.02% | 516 |
|