Ehrlich Financial Group’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 | $923K | Sell |
9,484
-196
| -2% | -$19.1K | 0.6% | 46 |
|
|
2025
Q1 | $923K | Buy |
+9,680
| New | +$923K | 0.67% | 44 |
|
|
2024
Q4 | – | Sell |
-8,568
| Closed | -$838K | – | 115 |
|
|
2024
Q3 | $838K | Buy |
+8,568
| New | +$838K | 0.6% | 40 |
|
|
2024
Q2 | – | Sell |
-5,743
| Closed | -$547K | – | 108 |
|
|
2024
Q1 | $547K | Buy |
5,743
+2,140
| +59% | +$204K | 0.46% | 50 |
|
|
2023
Q4 | $341K | Buy |
+3,603
| New | +$341K | 0.34% | 66 |
|