SIA
Schechter Investment Advisors’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $678K | Buy |
7,117
+190
| +3% | +$18.1K | 0.06% | 300 |
|
|
2024
Q4 | $661K | Buy |
6,927
+207
| +3% | +$19.8K | 0.05% | 322 |
|
|
2024
Q3 | $657K | Sell |
6,720
-36
| -0.5% | -$3.52K | 0.05% | 341 |
|
|
2024
Q2 | $637K | Sell |
6,756
-1,624
| -19% | -$153K | 0.05% | 323 |
|
|
2024
Q1 | $798K | Sell |
8,380
-80,830
| -91% | -$7.7M | 0.06% | 285 |
|
|
2023
Q4 | $8.45M | Buy |
89,210
+80,918
| +976% | +$7.67M | 0.73% | 29 |
|
|
2023
Q3 | $750K | Sell |
8,292
-595
| -7% | -$53.8K | 0.07% | 270 |
|
|
2023
Q2 | $818K | Sell |
8,887
-28
| -0.3% | -$2.58K | 0.07% | 279 |
|
|
2023
Q1 | $827K | Buy |
8,915
+109
| +1% | +$10.1K | 0.08% | 294 |
|
|
2022
Q4 | $793K | Buy |
8,806
+825
| +10% | +$74.3K | 0.07% | 365 |
|
|
2022
Q3 | $701K | Buy |
7,981
+490
| +7% | +$43K | 0.07% | 399 |
|
|
2022
Q2 | $680K | Sell |
7,491
-742
| -9% | -$67.4K | 0.07% | 419 |
|
|
2022
Q1 | $844K | Sell |
8,233
-1,643
| -17% | -$168K | 0.08% | 367 |
|
|
2021
Q4 | $1.07M | Buy |
+9,876
| New | +$1.07M | 0.1% | 278 |
|