Baker Tilly Wealth Management’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 | – | Sell |
-3,943
| Closed | -$376K | – | 238 |
|
|
2025
Q1 | $376K | Buy |
3,943
+57
| +1% | +$5.43K | 0.15% | 151 |
|
|
2024
Q4 | $371K | Buy |
3,886
+66
| +2% | +$6.3K | 0.15% | 158 |
|
|
2024
Q3 | $374K | Sell |
3,820
-14
| -0.4% | -$1.37K | 0.17% | 147 |
|
|
2024
Q2 | $361K | Sell |
3,834
-15,167
| -80% | -$1.43M | 0.15% | 166 |
|
|
2024
Q1 | $1.81M | Sell |
19,001
-220
| -1% | -$20.9K | 0.33% | 68 |
|
|
2023
Q4 | $1.82M | Sell |
19,221
-1,620
| -8% | -$153K | 0.3% | 75 |
|
|
2023
Q3 | $1.88M | Buy |
20,841
+953
| +5% | +$86.2K | 0.31% | 71 |
|
|
2023
Q2 | $1.83M | Buy |
19,888
+2,192
| +12% | +$202K | 0.19% | 114 |
|
|
2023
Q1 | $1.64M | Buy |
17,696
+8,315
| +89% | +$772K | 0.18% | 117 |
|
|
2022
Q4 | $844K | Sell |
9,381
-7,432
| -44% | -$669K | 0.1% | 222 |
|
|
2022
Q3 | $1.48M | Buy |
+16,813
| New | +$1.48M | 0.2% | 105 |
|
|
2022
Q1 | – | Sell |
-32,298
| Closed | -$3.51M | – | 549 |
|
|
2021
Q4 | $3.51M | Buy |
32,298
+3,176
| +11% | +$345K | 0.38% | 52 |
|
|
2021
Q3 | $3.19M | Buy |
29,122
+26,610
| +1,059% | +$2.91M | 0.42% | 44 |
|
|
2021
Q2 | $276K | Buy |
+2,512
| New | +$276K | 0.04% | 415 |
|