Number of Shares
440,775.00
Current Holdings Value*
$11.20 Mil
% of Portfolio
8.47%
Total Estimate Gain
$69,376.45
% of Total Estimate Gain
0.63%

MOULTON WEALTH MANAGEMENT, INC's SPDR Bloomberg Short Term High Yield Bond ETF Holding Summary

As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 440,775.00 shares of SPDR Bloomberg Short Term High Yield Bond ETF(SJNK), totaling $11.20 Mil. This investment constitutes 8.47% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0.24% of the outstanding SPDR Bloomberg Short Term High Yield Bond ETF(SJNK) stock.

The initial trade took place in 2025Q1. And since then MOULTON WEALTH MANAGEMENT, INC has made 2 purchases of SJNK, at an average price of $25.12, for a total of 440,775.00 shares. Based on historical transaction data and SJNK's current price of $25.28, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his SJNK holdings is $69,376.45, reflecting a 0.63% gain to date.

MOULTON WEALTH MANAGEMENT, INC SJNK ($25.28) Holding Chart

MOULTON WEALTH MANAGEMENT, INC SJNK ($25.28) 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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