Aletheian Wealth Advisors’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
11,533
+831
| +8% | +$80.8K | 0.55% | 36 |
|
|
2025
Q1 | $1.02M | Buy |
10,702
+245
| +2% | +$23.3K | 0.57% | 35 |
|
|
2024
Q4 | $998K | Buy |
10,457
+80
| +0.8% | +$7.64K | 0.59% | 36 |
|
|
2024
Q3 | $1.01M | Buy |
10,377
+604
| +6% | +$59.1K | 0.59% | 34 |
|
|
2024
Q2 | $921K | Buy |
9,773
+166
| +2% | +$15.6K | 0.49% | 50 |
|
|
2024
Q1 | $915K | Buy |
9,607
+971
| +11% | +$92.4K | 0.5% | 51 |
|
|
2023
Q4 | $818K | Buy |
8,636
+819
| +10% | +$77.6K | 0.54% | 46 |
|
|
2023
Q3 | $707K | Buy |
7,817
+288
| +4% | +$26K | 0.54% | 47 |
|
|
2023
Q2 | $693K | Buy |
7,529
+50
| +0.7% | +$4.6K | 0.47% | 54 |
|
|
2023
Q1 | $694K | Sell |
7,479
-2,707
| -27% | -$251K | 0.61% | 30 |
|
|
2022
Q4 | $917K | Buy |
10,186
+1,210
| +13% | +$109K | 0.79% | 33 |
|
|
2022
Q3 | $789K | Sell |
8,976
-1,899
| -17% | -$167K | 0.9% | 31 |
|
|
2022
Q2 | $986K | Sell |
10,875
-827
| -7% | -$75K | 1% | 29 |
|
|
2022
Q1 | $1.2M | Buy |
11,702
+3,946
| +51% | +$404K | 1.14% | 25 |
|
|
2021
Q4 | $842K | Buy |
+7,756
| New | +$842K | 0.83% | 27 |
|