DWM
Diversify Wealth Management’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
11,807
-4,188
| -26% | -$406K | 0.07% | 253 |
|
|
2025
Q1 | $1.52M | Sell |
15,995
-5,407
| -25% | -$515K | 0.11% | 197 |
|
|
2024
Q4 | $2.04M | Sell |
21,402
-6,516
| -23% | -$621K | 0.16% | 153 |
|
|
2024
Q3 | $2.69M | Sell |
27,918
-5,523
| -17% | -$531K | 0.26% | 98 |
|
|
2024
Q2 | $3.15M | Buy |
+33,441
| New | +$3.15M | 0.39% | 62 |
|