Caldwell Trust’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 | $1.67M | Buy |
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|
2025
Q2 | $1.63M | Sell |
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2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $757K | Sell |
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|
2023
Q2 | $824K | Sell |
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|
2023
Q1 | $897K | Sell |
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|
2022
Q4 | $932K | Sell |
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|
2022
Q3 | $967K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $2.45M | Sell |
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|
2019
Q4 | $4.27M | Buy |
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