Sage Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-66,072
| Closed | -$1.65M | – | 50 |
|
2024
Q3 | $1.65M | Hold |
66,072
| – | – | 0.46% | 25 |
|
2024
Q2 | $1.65M | Sell |
66,072
-47,786
| -42% | -$1.19M | 0.46% | 25 |
|
2024
Q1 | $2.87M | Hold |
113,858
| – | – | 0.78% | 23 |
|
2023
Q4 | $2.86M | Hold |
113,858
| – | – | 0.77% | 28 |
|
2023
Q3 | $2.79M | Buy |
113,858
+47,786
| +72% | +$1.17M | 0.78% | 28 |
|
2023
Q2 | $1.63M | Sell |
66,072
-73,176
| -53% | -$1.81M | 0.48% | 30 |
|
2023
Q1 | $3.46M | Hold |
139,248
| – | – | 0.98% | 23 |
|
2022
Q4 | $3.38M | Sell |
139,248
-7,780
| -5% | -$189K | 0.99% | 23 |
|
2022
Q3 | $3.5M | Sell |
147,028
-1,945
| -1% | -$46.2K | 1.09% | 22 |
|
2022
Q2 | $3.59M | Sell |
148,973
-6,725
| -4% | -$162K | 1.03% | 28 |
|
2022
Q1 | $4.09M | Buy |
155,698
+80,655
| +107% | +$2.12M | 1.03% | 25 |
|
2021
Q4 | $2.04M | Buy |
+75,043
| New | +$2.04M | 0.51% | 34 |
|