Beaumont Financial Advisors’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 | $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% | -$10.8K | 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 | +$224K | 0.02% | 292 |
|
|
2022
Q2 | – | Sell |
-2,835
| Closed | -$290K | – | 340 |
|
|
2022
Q1 | $290K | Buy |
+2,835
| New | +$290K | 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 | +$658K | 0.07% | 152 |
|