Financial & Tax Architects’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 |
-51,043
| Closed | -$4.86M | – | 105 |
|
2025
Q1 | $4.86M | Buy |
51,043
+848
| +2% | +$80.8K | 1.22% | 33 |
|
2024
Q4 | $4.79M | Buy |
+50,195
| New | +$4.79M | 1.22% | 32 |
|
2023
Q4 | – | Sell |
-150,802
| Closed | -$13.6M | – | 94 |
|
2023
Q3 | $13.6M | Buy |
+150,802
| New | +$13.6M | 4.23% | 7 |
|
2022
Q3 | – | Sell |
-61,850
| Closed | -$5.61M | – | 72 |
|
2022
Q2 | $5.61M | Sell |
61,850
-21,754
| -26% | -$1.97M | 2.13% | 10 |
|
2022
Q1 | $8.57M | Buy |
83,604
+11,195
| +15% | +$1.15M | 3.24% | 7 |
|
2021
Q4 | $7.86M | Sell |
72,409
-2,061
| -3% | -$224K | 3.21% | 7 |
|
2021
Q3 | $8.14M | Buy |
74,470
+25,347
| +52% | +$2.77M | 3.71% | 5 |
|
2021
Q2 | $5.4M | Sell |
49,123
-19,874
| -29% | -$2.19M | 2.65% | 8 |
|
2021
Q1 | $7.51M | Buy |
+68,997
| New | +$7.51M | 4.21% | 6 |
|