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	5,928 +418	+8%	+$39.7K	0.01%	873
2025 Q1	$525K	Buy	5,510 +916	+20%	+$88.1K	0.01%	806
2024 Q4	$439K	Sell	4,594 -7	-0.2%	-$676	0.01%	666
2024 Q3	$450K	Sell	4,601 -33,905	-88%	-$3.25M	0.01%	655
2024 Q2	$3.63M	Buy	38,506 +5	+0%	+$470	0.06%	289
2024 Q1	$3.67M	Buy	38,501 +560	+1%	+$53K	0.06%	257
2023 Q4	$3.59M	Buy	37,941 +333	+0.9%	+$30.4K	0.07%	254
2023 Q3	$3.4M	Buy	37,608 +32,298	+608%	+$2.96M	0.07%	254
2023 Q2	$489K	Sell	5,310 -467	-8%	-$42.8K	0.01%	416
2023 Q1	$536K	Buy	5,777 +108	+2%	+$9.92K	0.01%	411
2022 Q4	$510K	Sell	5,669 -111	-2%	-$10K	0.01%	404
2022 Q3	$508K	Buy	5,780 +31	+0.5%	+$2.89K	0.01%	405
2022 Q2	$521K	Sell	5,749 -152	-3%	-$14.7K	0.01%	401
2022 Q1	$604K	Sell	5,901 -372	-6%	-$38.8K	0.01%	417
2021 Q4	$681K	Buy	+6,273	New	+$680K	0.01%	422