Number of Shares
515,464.00
Current Holdings Value*
$12.97 Mil
% of Portfolio
3.22%
Total Estimate Gain
$-700,766.37
% of Total Estimate Gain
-3.04%

Mason & Associates Inc's SPDR Bloomberg Short Term High Yield Bond ETF Holding Summary

As of 2025-03-31, Mason & Associates Inc held 515,464.00 shares of SPDR Bloomberg Short Term High Yield Bond ETF(SJNK), totaling $12.97 Mil. This investment constitutes 3.22% of their stock portfolio, and Mason & Associates Inc now holds 0.33% of the outstanding SPDR Bloomberg Short Term High Yield Bond ETF(SJNK) stock.

The initial trade took place in 2021Q4. And since then Mason & Associates Inc has made 2 purchases of SJNK, at an average price of $25.99, for a total of 888,189.00 shares. In addition, there have been 1 sales at an average price of $25.03 for 372,725.00 shares. Based on historical transaction data and SJNK's current price of $25.32, Mason & Associates Inc's estimated gain on his SJNK holdings is $-700,766.37, reflecting a -3.04% gain to date.

Mason & Associates Inc SJNK ($25.32) Holding Chart

Mason & Associates Inc SJNK ($25.32) 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 %

Top Ranked Articles

  • 1