MGIA
Matthew Goff Investment Advisor’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 | – | Sell |
-571,434
| Closed | -$14.4M | – | 103 |
|
|
2025
Q1 | $14.4M | Buy |
571,434
+6,429
| +1% | +$162K | 2.65% | 12 |
|
|
2024
Q4 | $14.3M | Buy |
565,005
+80,285
| +17% | +$2.03M | 2.65% | 12 |
|
|
2024
Q3 | $12.5M | Buy |
484,720
+5,135
| +1% | +$132K | 2.38% | 14 |
|
|
2024
Q2 | $12M | Buy |
479,585
+6,438
| +1% | +$161K | 2.44% | 13 |
|
|
2024
Q1 | $11.9M | Buy |
473,147
+14,518
| +3% | +$366K | 2.42% | 16 |
|
|
2023
Q4 | $11.5M | Buy |
458,629
+78,394
| +21% | +$1.97M | 2.56% | 13 |
|
|
2023
Q3 | $9.3M | Buy |
380,235
+101,658
| +36% | +$2.49M | 2.24% | 14 |
|
|
2023
Q2 | $6.88M | Buy |
278,577
+26,645
| +11% | +$658K | 1.62% | 19 |
|
|
2023
Q1 | $6.26M | Buy |
251,932
+5,234
| +2% | +$130K | 1.55% | 21 |
|
|
2022
Q4 | $5.98M | Buy |
+246,698
| New | +$5.98M | 1.56% | 21 |
|
|
2018
Q4 | – | Sell |
-263,575
| Closed | -$7.27M | – | 59 |
|
|
2018
Q3 | $7.27M | Buy |
263,575
+15,682
| +6% | +$433K | 2.92% | 9 |
|
|
2018
Q2 | $6.77M | Buy |
247,893
+12,351
| +5% | +$337K | 2.65% | 10 |
|
|
2018
Q1 | $6.45M | Buy |
235,542
+23,145
| +11% | +$634K | 2.7% | 10 |
|
|
2017
Q4 | $5.85M | Buy |
212,397
+2,573
| +1% | +$70.9K | 2.52% | 12 |
|
|
2017
Q3 | $5.87M | Buy |
+209,824
| New | +$5.87M | 2.52% | 12 |
|