Summit Wealth Partners’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
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|
2025
Q1 | $746K | Sell |
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|
2024
Q4 | $967K | Buy |
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|
2024
Q3 | $962K | Sell |
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|
2024
Q2 | $945K | Buy |
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|
2024
Q1 | $949K | Buy |
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|
2023
Q4 | $944K | Sell |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $980K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.03M | Buy |
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