Number of Shares
80,110.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
2.09%
Total Estimate Gain
$4,005.50
% of Total Estimate Gain
0.20%

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

As of 2025-03-31, Lionshead Wealth Management, LLC held 80,110.00 shares of SPDR Bloomberg Short Term High Yield Bond ETF(SJNK), totaling $2.02 Mil. This investment constitutes 2.09% of their stock portfolio, and Lionshead 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 2025Q1. And since then Lionshead Wealth Management, LLC has made 1 purchases of SJNK, at an average price of $25.41, for a total of 80,110.00 shares. Based on historical transaction data and SJNK's current price of $25.46, Lionshead Wealth Management, LLC's estimated gain on his SJNK holdings is $4,005.50, reflecting a 0.20% gain to date.

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

Lionshead 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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