TrueWealth Advisors’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
Q2 | $3.86M | Sell |
151,401
-1,719
| -1% | -$43.8K | 1.14% | 19 |
|
|
2025
Q1 | $3.85M | Buy |
153,120
+19,507
| +15% | +$491K | 1.27% | 17 |
|
|
2024
Q4 | $3.37M | Buy |
133,613
+4,038
| +3% | +$102K | 1.13% | 18 |
|
|
2024
Q3 | $3.34M | Sell |
129,575
-46,048
| -26% | -$1.19M | 1.11% | 19 |
|
|
2024
Q2 | $4.39M | Buy |
175,623
+10,890
| +7% | +$272K | 1.62% | 12 |
|
|
2024
Q1 | $4.15M | Buy |
164,733
+77,839
| +90% | +$1.96M | 1.6% | 12 |
|
|
2023
Q4 | $2.18M | Sell |
86,894
-4,070
| -4% | -$102K | 0.85% | 25 |
|
|
2023
Q3 | $2.22M | Sell |
90,964
-18,096
| -17% | -$443K | 0.94% | 22 |
|
|
2023
Q2 | $2.69M | Sell |
109,060
-67,487
| -38% | -$1.67M | 1.11% | 21 |
|
|
2023
Q1 | $4.39M | Sell |
176,547
-44,970
| -20% | -$1.12M | 1.84% | 13 |
|
|
2022
Q4 | $5.37M | Buy |
221,517
+179,769
| +431% | +$4.36M | 2.35% | 12 |
|
|
2022
Q3 | $993K | Sell |
41,748
-30,454
| -42% | -$724K | 0.47% | 41 |
|
|
2022
Q2 | $1.74M | Sell |
72,202
-210,228
| -74% | -$5.07M | 0.81% | 30 |
|
|
2022
Q1 | $7.67M | Hold |
282,430
| – | – | 3.44% | 7 |
|
|
2021
Q4 | $7.67M | Buy |
282,430
+4,954
| +2% | +$135K | 3.44% | 7 |
|
|
2021
Q3 | $7.6M | Sell |
277,476
-38,051
| -12% | -$1.04M | 4.28% | 3 |
|
|
2021
Q2 | $8.7M | Buy |
315,527
+46,731
| +17% | +$1.29M | 5.08% | 2 |
|
|
2021
Q1 | $7.35M | Buy |
268,796
+151,973
| +130% | +$4.15M | 4.77% | 3 |
|
|
2020
Q4 | $3.14M | Buy |
+116,823
| New | +$3.14M | 2.7% | 11 |
|