Congress 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
Q2 | $577K | Buy |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $3.63M | Buy |
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|
2024
Q1 | $3.67M | Buy |
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|
2023
Q4 | $3.59M | Buy |
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|
2023
Q3 | $3.4M | Buy |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $521K | Sell |
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|
2022
Q1 | $604K | Sell |
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|
2021
Q4 | $681K | Buy |
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