SFA
Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,094
| Closed | -$325K | – | 133 |
|
|
2023
Q1 | $325K | Sell |
13,094
-19,844
| -60% | -$493K | 0.11% | 94 |
|
|
2022
Q4 | $798K | Sell |
32,938
-772
| -2% | -$18.7K | 0.3% | 59 |
|
|
2022
Q3 | $802K | Sell |
33,710
-140
| -0.4% | -$3.33K | 0.32% | 57 |
|
|
2022
Q2 | $816K | Sell |
33,850
-842
| -2% | -$20.3K | 0.32% | 59 |
|
|
2022
Q1 | $910K | Buy |
34,692
+15,427
| +80% | +$405K | 0.27% | 58 |
|
|
2021
Q4 | $523K | Buy |
+19,265
| New | +$523K | 0.14% | 72 |
|