Number of Shares
81,351.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
0.96%
Total Estimate Gain
$37,102.33
% of Total Estimate Gain
1.82%

Altus Wealth Management, LLC's SPDR Bloomberg Short Term High Yield Bond ETF Holding Summary

As of 2025-03-31, Altus Wealth Management, LLC held 81,351.00 shares of SPDR Bloomberg Short Term High Yield Bond ETF(SJNK), totaling $2.05 Mil. This investment constitutes 0.96% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.05% of the outstanding SPDR Bloomberg Short Term High Yield Bond ETF(SJNK) stock.

The initial trade took place in 2023Q3. And since then Altus Wealth Management, LLC has made 6 purchases of SJNK, at an average price of $24.97, for a total of 81,455.00 shares. In addition, there have been 1 sales at an average price of $24.93 for 104.00 shares. Based on historical transaction data and SJNK's current price of $25.43, Altus Wealth Management, LLC's estimated gain on his SJNK holdings is $37,102.33, reflecting a 1.82% gain to date.

Altus Wealth Management, LLC SJNK ($25.43) Holding Chart

Altus Wealth Management, LLC SJNK ($25.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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