GeoWealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $6.87M | Buy |
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|
2024
Q3 | $3.26M | Buy |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $4.88M | Buy |
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|
2023
Q4 | $650K | Sell |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $144K | Sell |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $821K | Buy |
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|
2020
Q3 | $771K | Buy |
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|
2020
Q2 | $270K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $271K | Buy |
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