Balboa Wealth Partners’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 | $429K | Buy |
4,406
+1,826
| +71% | +$178K | 0.09% | 181 |
|
2025
Q1 | $246K | Sell |
2,580
-8,103
| -76% | -$772K | 0.06% | 227 |
|
2024
Q4 | $1.02M | Buy |
10,683
+6,305
| +144% | +$602K | 0.23% | 76 |
|
2024
Q3 | $428K | Sell |
4,378
-5,563
| -56% | -$544K | 0.11% | 153 |
|
2024
Q2 | $937K | Buy |
9,941
+289
| +3% | +$27.2K | 0.25% | 75 |
|
2024
Q1 | $919K | Buy |
+9,652
| New | +$919K | 0.27% | 70 |
|
2023
Q4 | – | Sell |
-5,413
| Closed | -$489K | – | 304 |
|
2023
Q3 | $489K | Buy |
5,413
+2,797
| +107% | +$253K | 0.18% | 103 |
|
2023
Q2 | $241K | Buy |
+2,616
| New | +$241K | 0.08% | 198 |
|