SWP
Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
13,999
-15,653
| -53% | -$399K | 0.07% | 162 |
|
|
2025
Q1 | $746K | Sell |
29,652
-8,633
| -23% | -$217K | 0.15% | 100 |
|
|
2024
Q4 | $967K | Buy |
38,285
+942
| +3% | +$23.8K | 0.2% | 82 |
|
|
2024
Q3 | $962K | Sell |
37,343
-490
| -1% | -$12.6K | 0.19% | 90 |
|
|
2024
Q2 | $945K | Buy |
37,833
+192
| +0.5% | +$4.79K | 0.2% | 86 |
|
|
2024
Q1 | $949K | Buy |
37,641
+83
| +0.2% | +$2.09K | 0.2% | 83 |
|
|
2023
Q4 | $944K | Sell |
37,558
-3,394
| -8% | -$85.3K | 0.22% | 72 |
|
|
2023
Q3 | $1M | Buy |
40,952
+1,270
| +3% | +$31.1K | 0.26% | 61 |
|
|
2023
Q2 | $980K | Sell |
39,682
-1,926
| -5% | -$47.6K | 0.25% | 63 |
|
|
2023
Q1 | $1.03M | Sell |
41,608
-888
| -2% | -$22.1K | 0.27% | 60 |
|
|
2022
Q4 | $1.03M | Buy |
+42,496
| New | +$1.03M | 0.27% | 60 |
|