Foundations Investment Advisors’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
5,567
+2,987
| +116% | +$291K | 0.01% | 554 |
|
|
2025
Q1 | $246K | Buy |
+2,580
| New | +$246K | ﹤0.01% | 770 |
|
|
2023
Q4 | – | Sell |
-29,986
| Closed | -$2.71M | – | 704 |
|
|
2023
Q3 | $2.71M | Buy |
29,986
+2,360
| +9% | +$213K | 0.08% | 189 |
|
|
2023
Q2 | $2.54M | Buy |
27,626
+7,209
| +35% | +$663K | 0.08% | 164 |
|
|
2023
Q1 | $1.9M | Buy |
20,417
+4,189
| +26% | +$389K | 0.07% | 175 |
|
|
2022
Q4 | $1.46M | Buy |
16,228
+3,050
| +23% | +$275K | 0.06% | 167 |
|
|
2022
Q3 | $1.16M | Buy |
13,178
+3,439
| +35% | +$302K | 0.05% | 153 |
|
|
2022
Q2 | $882K | Buy |
9,739
+1,082
| +12% | +$98K | 0.04% | 165 |
|
|
2022
Q1 | $865K | Buy |
8,657
+1,658
| +24% | +$166K | 0.03% | 138 |
|
|
2021
Q4 | $755K | Buy |
6,999
+214
| +3% | +$23.1K | 0.03% | 153 |
|
|
2021
Q3 | $738K | Sell |
6,785
-59
| -0.9% | -$6.42K | 0.03% | 136 |
|
|
2021
Q2 | $752K | Sell |
6,844
-6
| -0.1% | -$659 | 0.04% | 118 |
|
|
2021
Q1 | $746K | Buy |
+6,850
| New | +$746K | 0.04% | 102 |
|