None of the 29 investors followed here reported a position in BSJS in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a BSJS trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.0 | -0.3 | -1.1 | 0.8 | -0.1 | -0.4 | -0.1 | 0.4 | -1.8 | 0.6 | −2.0% | ||
| 2025 | 1.4 | 0.1 | -1.7 | 0.0 | 0.6 | 1.3 | -0.5 | 0.5 | 0.1 | -0.6 | 0.2 | -0.0 | +1.5% |
| 2024 | -0.6 | 0.0 | 0.6 | -1.7 | 0.7 | 0.1 | 1.4 | 0.7 | 1.1 | -1.2 | 0.8 | -1.8 | +0.1% |
| 2023 | 3.6 | -2.6 | 1.1 | 0.1 | -1.8 | 1.1 | 0.5 | -0.4 | -2.0 | -1.3 | 3.7 | 2.8 | +4.7% |
| 2022 | -3.3 | -1.6 | -1.6 | -5.0 | 0.7 | -7.8 | 6.0 | -4.8 | -4.7 | 3.2 | 2.3 | -2.5 | −18.3% |
| 2021 | -0.7 | -0.6 | -0.7 | 0.9 | -0.5 | 1.1 | -0.1 | 0.1 | -0.4 | -0.9 | -1.7 | 1.9 | −1.5% |
| 2020 | 0.7 | 3.2 | 0.9 | +4.9% |
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The index seeks to measure the performance of a portfolio of U.S. dollar-denominated high yield corporate bonds (commonly known as "junk bonds") with maturities or, in some cases, "effective maturities" in the year 2028. It does not purchase all of the securities in the index; instead, the fund utilizes a "sampling" methodology to seek to achieve its investment objective.
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