SHJ
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Sharkey, Howes & Javer’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Sharkey, Howes & Javer’s Portfolio TOTL Stock Details TOTL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.5M Buy
312,358
+71,666
+30% +$2.87M 1.68% 17
2025
Q1 		$9.7M Sell
240,692
-38,567
-14% -$1.55M 1.39% 16
2024
Q4 		$11M Sell
279,259
-55,330
-17% -$2.18M 1.55% 15
2024
Q3 		$13.9M Buy
+334,589
New +$13.9M 1.97% 13