Estate Counselors’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
Sell
-94,846
Closed -$9.04M 106
2025
Q1
$9.04M Buy
94,846
+10,555
+13% +$1.01M 0.94% 15
2024
Q4
$8.05M Buy
84,291
+1,156
+1% +$110K 0.86% 17
2024
Q3
$8.13M Sell
83,135
-95
-0.1% -$9.29K 0.84% 19
2024
Q2
$7.85M Buy
83,230
+52,900
+174% +$4.99M 0.86% 15
2024
Q1
$2.89M Sell
30,330
-2,540
-8% -$242K 0.33% 29
2023
Q4
$3.11M Buy
32,870
+755
+2% +$71.5K 0.38% 45
2023
Q3
$2.9M Buy
32,115
+17,005
+113% +$1.54M 0.39% 43
2023
Q2
$1.39M Buy
15,110
+8,740
+137% +$804K 0.18% 78
2023
Q1
$591K Buy
6,370
+245
+4% +$22.7K 0.08% 110
2022
Q4
$551K Buy
6,125
+5,850
+2,127% +$527K 0.08% 123
2022
Q3
$24K Buy
275
+35
+15% +$3.06K ﹤0.01% 156
2022
Q2
$21K Sell
240
-50
-17% -$4.38K ﹤0.01% 159
2022
Q1
$29K Buy
+290
New +$29K ﹤0.01% 157
2015
Q2
Sell
-7,333
Closed -$863K 53
2015
Q1
$863K Sell
7,333
-70,867
-91% -$8.34M 0.31% 40
2014
Q4
$9.06M Buy
+78,200
New +$9.06M 3.2% 14