Kovitz Investment Group 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 | $6.86M | Buy |
+269,055
| New | +$6.86M | 0.03% | 382 |
|
|
2023
Q3 | – | Sell |
-26,523
| Closed | -$655K | – | 407 |
|
|
2023
Q2 | $655K | Sell |
26,523
-253
| -0.9% | -$6.25K | 0.01% | 320 |
|
|
2023
Q1 | $665K | Sell |
26,776
-3,385
| -11% | -$84.1K | 0.01% | 318 |
|
|
2022
Q4 | $731K | Sell |
30,161
-876
| -3% | -$21.2K | 0.01% | 311 |
|
|
2022
Q3 | $738K | Sell |
31,037
-252
| -0.8% | -$5.99K | 0.02% | 299 |
|
|
2022
Q2 | $755K | Sell |
31,289
-228
| -0.7% | -$5.5K | 0.02% | 308 |
|
|
2022
Q1 | $827K | Sell |
31,517
-9,390
| -23% | -$246K | 0.02% | 306 |
|
|
2021
Q4 | $1.1M | Buy |
40,907
+8,562
| +26% | +$231K | 0.03% | 260 |
|
|
2021
Q3 | $886K | Sell |
32,345
-625
| -2% | -$17.1K | 0.02% | 304 |
|
|
2021
Q2 | $909K | Sell |
32,970
-2,251
| -6% | -$62.1K | 0.02% | 302 |
|
|
2021
Q1 | $963K | Sell |
35,221
-5,686
| -14% | -$155K | 0.02% | 280 |
|
|
2020
Q4 | $1.1M | Sell |
40,907
-565
| -1% | -$15.2K | 0.03% | 255 |
|
|
2020
Q3 | $1.07M | Sell |
41,472
-1,660
| -4% | -$42.9K | 0.03% | 250 |
|
|
2020
Q2 | $1.09M | Buy |
+43,132
| New | +$1.09M | 0.03% | 241 |
|
|
2020
Q1 | – | Sell |
-48,067
| Closed | -$1.3M | – | 381 |
|
|
2019
Q4 | $1.3M | Sell |
48,067
-1,348
| -3% | -$36.3K | 0.04% | 234 |
|
|
2019
Q3 | $1.34M | Sell |
49,415
-6,036
| -11% | -$163K | 0.04% | 229 |
|
|
2019
Q2 | $1.51M | Sell |
55,451
-52,371
| -49% | -$1.43M | 0.05% | 224 |
|
|
2019
Q1 | $2.94M | Sell |
107,822
-1,586
| -1% | -$43.2K | 0.09% | 155 |
|
|
2018
Q4 | $2.85M | Buy |
+109,408
| New | +$2.85M | 0.11% | 121 |
|