Transform Wealth’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.46M | Sell |
58,169
-80,151
| -58% | -$2.02M | 0.09% | 127 |
|
|
2024
Q4 | $3.49M | Buy |
+138,320
| New | +$3.49M | 0.19% | 93 |
|
|
2023
Q3 | – | Sell |
-230,172
| Closed | -$5.69M | – | 271 |
|
|
2023
Q2 | $5.69M | Buy |
+230,172
| New | +$5.69M | 0.51% | 67 |
|
|
2022
Q1 | – | Sell |
-9,594
| Closed | -$260K | – | 230 |
|
|
2021
Q4 | $260K | Buy |
+9,594
| New | +$260K | 0.03% | 199 |
|
|
2019
Q3 | – | Sell |
-545,758
| Closed | -$14.9M | – | 233 |
|
|
2019
Q2 | $14.9M | Buy |
+545,758
| New | +$14.9M | 2.18% | 6 |
|