Axxcess Wealth Management’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
+42,227
| New | +$4.11M | 0.1% | 168 |
|
|
2025
Q1 | – | Sell |
-28,934
| Closed | -$2.76M | – | 903 |
|
|
2024
Q4 | $2.76M | Buy |
28,934
+17,794
| +160% | +$1.7M | 0.07% | 211 |
|
|
2024
Q3 | $1.09M | Sell |
11,140
-14,772
| -57% | -$1.44M | 0.03% | 375 |
|
|
2024
Q2 | $2.44M | Sell |
25,912
-106
| -0.4% | -$9.99K | 0.06% | 220 |
|
|
2024
Q1 | $2.48M | Buy |
+26,018
| New | +$2.48M | 0.07% | 217 |
|
|
2023
Q4 | – | Sell |
-8,590
| Closed | -$777K | – | 893 |
|
|
2023
Q3 | $777K | Sell |
8,590
-10
| -0.1% | -$904 | 0.03% | 362 |
|
|
2023
Q2 | $791K | Sell |
8,600
-195
| -2% | -$17.9K | 0.06% | 261 |
|
|
2023
Q1 | $816K | Buy |
+8,795
| New | +$816K | 0.06% | 264 |
|
|
2022
Q1 | – | Sell |
-4,009
| Closed | -$435K | – | 671 |
|
|
2021
Q4 | $435K | Buy |
+4,009
| New | +$435K | 0.03% | 383 |
|