Gerber Kawasaki Wealth & Investment Management’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 | $20.1M | Buy |
206,451
+8,763
| +4% | +$852K | 0.78% | 32 |
|
|
2025
Q1 | $18.8M | Buy |
197,688
+12,690
| +7% | +$1.21M | 0.85% | 30 |
|
|
2024
Q4 | $17.7M | Buy |
184,998
+10,329
| +6% | +$986K | 0.77% | 31 |
|
|
2024
Q3 | $17.1M | Buy |
174,669
+19,866
| +13% | +$1.94M | 0.79% | 31 |
|
|
2024
Q2 | $14.6M | Buy |
154,803
+22,785
| +17% | +$2.15M | 0.73% | 32 |
|
|
2024
Q1 | $12.6M | Buy |
132,018
+25,625
| +24% | +$2.44M | 0.68% | 38 |
|
|
2023
Q4 | $10.1M | Buy |
106,393
+15,021
| +16% | +$1.42M | 0.6% | 43 |
|
|
2023
Q3 | $8.26M | Buy |
91,372
+16,973
| +23% | +$1.53M | 0.56% | 44 |
|
|
2023
Q2 | $6.85M | Buy |
74,399
+19,793
| +36% | +$1.82M | 0.46% | 49 |
|
|
2023
Q1 | $5.07M | Buy |
54,606
+3,526
| +7% | +$327K | 0.4% | 55 |
|
|
2022
Q4 | $4.6M | Buy |
51,080
+22,490
| +79% | +$2.02M | 0.41% | 57 |
|
|
2022
Q3 | $2.51M | Buy |
28,590
+10,007
| +54% | +$879K | 0.23% | 76 |
|
|
2022
Q2 | $1.69M | Buy |
+18,583
| New | +$1.69M | 0.16% | 93 |
|
|
2021
Q4 | – | Sell |
-1,383
| Closed | -$151K | – | 706 |
|
|
2021
Q3 | $151K | Sell |
1,383
-961
| -41% | -$105K | 0.02% | 205 |
|
|
2021
Q2 | $257K | Buy |
2,344
+113
| +5% | +$12.4K | 0.03% | 208 |
|
|
2021
Q1 | $242K | Buy |
2,231
+209
| +10% | +$22.7K | 0.03% | 187 |
|
|
2020
Q4 | $220K | Buy |
+2,022
| New | +$220K | 0.03% | 165 |
|
|
2020
Q3 | – | Sell |
-1,989
| Closed | -$201K | – | 140 |
|
|
2020
Q2 | $201K | Buy |
+1,989
| New | +$201K | 0.04% | 125 |
|
|
2018
Q2 | – | Sell |
-3,784
| Closed | -$406K | – | 110 |
|
|
2018
Q1 | $406K | Sell |
3,784
-19,662
| -84% | -$2.11M | 0.13% | 68 |
|
|
2017
Q4 | $2.58M | Sell |
23,446
-1,359
| -5% | -$150K | 0.89% | 33 |
|
|
2017
Q3 | $2.77M | Buy |
24,805
+2,158
| +10% | +$241K | 1.01% | 31 |
|
|
2017
Q2 | $2.51M | Buy |
22,647
+8,257
| +57% | +$914K | 0.95% | 29 |
|
|
2017
Q1 | $1.58M | Buy |
14,390
+4,024
| +39% | +$443K | 0.68% | 37 |
|
|
2016
Q4 | $1.13M | Buy |
10,366
+3,070
| +42% | +$336K | 0.6% | 42 |
|
|
2016
Q3 | $803K | Buy |
+7,296
| New | +$803K | 0.47% | 44 |
|