Bartlett & Co Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $395K | Hold |
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|
2025
Q2 | $393K | Hold |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $634K | Hold |
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|
2024
Q2 | $612K | Hold |
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|
2024
Q1 | $618K | Hold |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $577K | Hold |
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|
2022
Q4 | $560K | Hold |
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|
2022
Q3 | $546K | Hold |
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|
2022
Q2 | $564K | Hold |
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|
2022
Q1 | $637K | Hold |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $648K | Hold |
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|
2021
Q2 | $652K | Hold |
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|
2021
Q1 | $645K | Hold |
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|
2020
Q4 | $646K | Hold |
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|
2020
Q3 | $618K | Hold |
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|
2020
Q2 | $600K | Hold |
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|
2020
Q1 | $562K | Buy |
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|
2019
Q4 | $51.5K | Hold |
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|
2019
Q3 | $51.1K | Sell |
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|
2019
Q2 | $53.2K | Sell |
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|
2019
Q1 | $52.7K | Buy |
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|
2018
Q4 | $24.7K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $16K | Buy |
|