Security National Bank of Sioux City Iowa’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
3,130
-181
| -5% | -$17.6K | 0.21% | 73 |
|
|
2025
Q1 | $316K | Sell |
3,311
-633
| -16% | -$60.3K | 0.23% | 72 |
|
|
2024
Q4 | $377K | Sell |
3,944
-15
| -0.4% | -$1.43K | 0.26% | 67 |
|
|
2024
Q3 | $387K | Hold |
3,959
| – | – | 0.24% | 75 |
|
|
2024
Q2 | $373K | Sell |
3,959
-6
| -0.2% | -$566 | 0.27% | 69 |
|
|
2024
Q1 | $377K | Sell |
3,965
-143
| -3% | -$13.6K | 0.27% | 69 |
|
|
2023
Q4 | $389K | Sell |
4,108
-5
| -0.1% | -$474 | 0.29% | 67 |
|
|
2023
Q3 | $372K | Sell |
4,113
-5
| -0.1% | -$452 | 0.29% | 67 |
|
|
2023
Q2 | $379K | Buy |
+4,118
| New | +$379K | 0.29% | 67 |
|
|
2022
Q4 | $450K | Buy |
5,003
+130
| +3% | +$11.7K | 0.34% | 68 |
|
|
2022
Q3 | $428K | Buy |
4,873
+660
| +16% | +$58K | 0.38% | 65 |
|
|
2022
Q2 | $382K | Hold |
4,213
| – | – | 0.33% | 69 |
|
|
2022
Q1 | $432K | Buy |
4,213
+293
| +7% | +$30K | 0.32% | 66 |
|
|
2021
Q4 | $426K | Sell |
3,920
-25
| -0.6% | -$2.72K | 0.29% | 68 |
|
|
2021
Q3 | $431K | Buy |
+3,945
| New | +$431K | 0.33% | 66 |
|
|
2021
Q2 | – | Sell |
-3,774
| Closed | -$411K | – | 109 |
|
|
2021
Q1 | $411K | Buy |
3,774
+937
| +33% | +$102K | 0.33% | 68 |
|
|
2020
Q4 | $309K | Hold |
2,837
| – | – | 0.26% | 73 |
|
|
2020
Q3 | $296K | Buy |
2,837
+82
| +3% | +$8.56K | 0.28% | 68 |
|
|
2020
Q2 | $279K | Buy |
2,755
+483
| +21% | +$48.9K | 0.3% | 66 |
|
|
2020
Q1 | $215K | Sell |
2,272
-100
| -4% | -$9.46K | 0.28% | 68 |
|
|
2019
Q4 | $260K | Buy |
2,372
+30
| +1% | +$3.29K | 0.26% | 76 |
|
|
2019
Q3 | $255K | Buy |
2,342
+70
| +3% | +$7.62K | 0.29% | 72 |
|
|
2019
Q2 | $248K | Buy |
2,272
+46
| +2% | +$5.02K | 0.29% | 71 |
|
|
2019
Q1 | $240K | Buy |
+2,226
| New | +$240K | 0.28% | 76 |
|