Beaumont Financial Advisors’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
2026 Q1	$386K	Hold	4,030	–	–	0.03%	268
2025 Q4	$392K	Hold	4,030	–	–	0.03%	260
2025 Q3	$395K	Hold	4,030	–	–	0.03%	270
2025 Q2	$392K	Hold	4,030	–	–	0.03%	259
2025 Q1	$384K	Hold	4,030	–	–	0.03%	261
2024 Q4	$385K	Hold	4,030	–	–	0.03%	255
2024 Q3	$394K	Hold	4,030	–	–	0.03%	241
2024 Q2	$380K	Buy	4,030 +1,540	+62%	+$145K	0.03%	238
2024 Q1	$237K	Hold	2,490	–	–	0.02%	323
2023 Q4	$236K	Hold	2,490	–	–	0.02%	303
2023 Q3	$225K	Sell	2,490 -120	-5%	-$11K	0.02%	293
2023 Q2	$240K	Buy	2,610 +120	+5%	+$11K	0.02%	301
2023 Q1	$231K	Hold	2,490	–	–	0.02%	287
2022 Q4	$224K	Buy	+2,490	New	+$225K	0.02%	292
2022 Q2	–	Sell	-2,835	Closed	-$290K	–	340
2022 Q1	$290K	Buy	+2,835	New	+$296K	0.02%	284
2020 Q1	–	Sell	-6,048	Closed	-$662K	–	267
2019 Q4	$662K	Hold	6,048	–	–	0.07%	158
2019 Q3	$658K	Buy	+6,048	New	+$656K	0.07%	152