Kingsview 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 | $6.64M | Buy |
260,519
+11,819
| +5% | +$301K | 0.11% | 195 |
|
2025
Q1 | $6.26M | Buy |
248,700
+4,236
| +2% | +$107K | 0.12% | 182 |
|
2024
Q4 | $6.17M | Buy |
244,464
+48,957
| +25% | +$1.24M | 0.12% | 171 |
|
2024
Q3 | $5.03M | Sell |
195,507
-2,491
| -1% | -$64.1K | 0.11% | 200 |
|
2024
Q2 | $4.94M | Buy |
197,998
+14,982
| +8% | +$374K | 0.12% | 186 |
|
2024
Q1 | $4.62M | Buy |
183,016
+9,104
| +5% | +$230K | 0.12% | 182 |
|
2023
Q4 | $4.37M | Buy |
173,912
+7,614
| +5% | +$191K | 0.13% | 168 |
|
2023
Q3 | $4.07M | Buy |
166,298
+25,784
| +18% | +$631K | 0.15% | 164 |
|
2023
Q2 | $3.47M | Buy |
140,514
+3,450
| +3% | +$85.2K | 0.14% | 160 |
|
2023
Q1 | $3.4M | Buy |
137,064
+31,124
| +29% | +$773K | 0.14% | 161 |
|
2022
Q4 | $2.57M | Buy |
105,940
+1,063
| +1% | +$25.8K | 0.11% | 205 |
|
2022
Q3 | $2.49M | Sell |
104,877
-9,678
| -8% | -$230K | 0.12% | 195 |
|
2022
Q2 | $2.76M | Sell |
114,555
-7,436
| -6% | -$179K | 0.13% | 174 |
|
2022
Q1 | $3.2M | Buy |
121,991
+20,737
| +20% | +$544K | 0.14% | 162 |
|
2021
Q4 | $2.75M | Buy |
101,254
+6,615
| +7% | +$180K | 0.11% | 186 |
|
2021
Q3 | $2.59M | Buy |
94,639
+2,225
| +2% | +$60.9K | 0.12% | 182 |
|
2021
Q2 | $2.54M | Buy |
92,414
+14,894
| +19% | +$410K | 0.13% | 178 |
|
2021
Q1 | $2.12M | Buy |
77,520
+42,170
| +119% | +$1.15M | 0.12% | 182 |
|
2020
Q4 | $953K | Buy |
35,350
+5,734
| +19% | +$155K | 0.07% | 288 |
|
2020
Q3 | $766K | Buy |
29,616
+10,406
| +54% | +$269K | 0.07% | 276 |
|
2020
Q2 | $484K | Buy |
19,210
+10,643
| +124% | +$268K | 0.05% | 332 |
|
2020
Q1 | $202K | Sell |
8,567
-719
| -8% | -$17K | 0.03% | 427 |
|
2019
Q4 | $250K | Buy |
+9,286
| New | +$250K | 0.03% | 399 |
|
2019
Q2 | – | Sell |
-15,950
| Closed | -$435K | – | 461 |
|
2019
Q1 | $435K | Buy |
+15,950
| New | +$435K | 0.07% | 284 |
|
2017
Q4 | – | Sell |
-7,866
| Closed | -$220K | – | 326 |
|
2017
Q3 | $220K | Buy |
+7,866
| New | +$220K | 0.1% | 249 |
|