Number of Shares
2.78 Mil
Current Holdings Value*
$69.88 Mil
% of Portfolio
11.78%
Total Estimate Gain
$-47,598.27
% of Total Estimate Gain
-0.07%

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

As of 2025-03-31, Horizon Wealth Management, LLC held 2.78 Mil shares of SPDR Bloomberg Short Term High Yield Bond ETF(SJNK), totaling $69.88 Mil. This investment constitutes 11.78% of their stock portfolio, and Horizon Wealth Management, LLC now holds 1.46% of the outstanding SPDR Bloomberg Short Term High Yield Bond ETF(SJNK) stock.

The initial trade took place in 2024Q4. And since then Horizon Wealth Management, LLC has made 2 purchases of SJNK, at an average price of $25.48, for a total of 2.78 Mil shares. Based on historical transaction data and SJNK's current price of $25.46, Horizon Wealth Management, LLC's estimated gain on his SJNK holdings is $-47,598.27, reflecting a -0.07% gain to date.

Horizon Wealth Management, LLC SJNK ($25.46) Holding Chart

Horizon Wealth Management, 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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