WT Wealth Management’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 | $594K | Sell |
23,295
-82,361
| -78% | -$2.1M | 0.18% | 89 |
|
2025
Q1 | $2.66M | Buy |
105,656
+68,990
| +188% | +$1.74M | 0.86% | 37 |
|
2024
Q4 | $926K | Sell |
36,666
-3,910
| -10% | -$98.7K | 0.29% | 70 |
|
2024
Q3 | $1.04M | Sell |
40,576
-88,796
| -69% | -$2.27M | 0.33% | 67 |
|
2024
Q2 | $3.23M | Sell |
129,372
-2,188
| -2% | -$54.6K | 1.1% | 30 |
|
2024
Q1 | $3.32M | Sell |
131,560
-4,967
| -4% | -$125K | 1.18% | 29 |
|
2023
Q4 | $3.43M | Sell |
136,527
-29,984
| -18% | -$754K | 1.36% | 18 |
|
2023
Q3 | $4.07M | Buy |
166,511
+39,708
| +31% | +$971K | 1.75% | 14 |
|
2023
Q2 | $3.13M | Buy |
126,803
+88,874
| +234% | +$2.2M | 1.3% | 17 |
|
2023
Q1 | $942K | Buy |
37,929
+24,547
| +183% | +$610K | 0.41% | 76 |
|
2022
Q4 | $324K | Buy |
+13,382
| New | +$324K | 0.16% | 83 |
|
2022
Q3 | – | Sell |
-55,898
| Closed | -$1.35M | – | 104 |
|
2022
Q2 | $1.35M | Sell |
55,898
-160,342
| -74% | -$3.87M | 0.67% | 50 |
|
2022
Q1 | $5.67M | Sell |
216,240
-12,372
| -5% | -$325K | 2.18% | 9 |
|
2021
Q4 | $6.21M | Sell |
228,612
-2,073
| -0.9% | -$56.3K | 2.28% | 8 |
|
2021
Q3 | $6.32M | Sell |
230,685
-2,383
| -1% | -$65.3K | 2.44% | 6 |
|
2021
Q2 | $6.43M | Buy |
233,068
+35,715
| +18% | +$985K | 2.6% | 5 |
|
2021
Q1 | $5.39M | Buy |
197,353
+15,249
| +8% | +$417K | 2.49% | 5 |
|
2020
Q4 | $4.91M | Buy |
182,104
+51,310
| +39% | +$1.38M | 2.68% | 4 |
|
2020
Q3 | $3.38M | Buy |
130,794
+31,942
| +32% | +$826K | 2.24% | 9 |
|
2020
Q2 | $2.49M | Buy |
+98,852
| New | +$2.49M | 2.01% | 10 |
|