Number of Shares
153,494.00
Current Holdings Value*
$3.83 Mil
% of Portfolio
4.27%
Total Estimate Gain
$10,631.64
% of Total Estimate Gain
0.24%

Epic Trust Investment Advisors, LLC's SPDR Bloomberg Short Term High Yield Bond ETF Holding Summary

As of 2024-06-30, Epic Trust Investment Advisors, LLC held 153,494.00 shares of SPDR Bloomberg Short Term High Yield Bond ETF(SJNK), totaling $3.83 Mil. This investment constitutes 4.27% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds -% of the outstanding SPDR Bloomberg Short Term High Yield Bond ETF(SJNK) stock.

The initial trade took place in 2021Q4. And since then Epic Trust Investment Advisors, LLC has made 6 purchases of SJNK, at an average price of $25.31, for a total of 178,412.00 shares. In addition, there have been 4 sales at an average price of $24.81 for 24,918.00 shares. Based on historical transaction data and SJNK's current price of $25.46, Epic Trust Investment Advisors, LLC's estimated gain on his SJNK holdings is $10,631.64, reflecting a 0.24% gain to date.

Epic Trust Investment Advisors, LLC SJNK ($25.46) Holding Chart

Epic Trust Investment Advisors, LLC SJNK ($25.46) 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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