HB Wealth 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 | – | Sell |
-2,475
| Closed | -$236K | – | 1215 |
|
|
2025
Q1 | $236K | Buy |
+2,475
| New | +$236K | ﹤0.01% | 1046 |
|
|
2024
Q4 | – | Sell |
-2,536
| Closed | -$248K | – | 1072 |
|
|
2024
Q3 | $248K | Buy |
+2,536
| New | +$248K | ﹤0.01% | 811 |
|
|
2023
Q4 | – | Sell |
-3,795
| Closed | -$343K | – | 808 |
|
|
2023
Q3 | $343K | Sell |
3,795
-4,054
| -52% | -$366K | 0.01% | 532 |
|
|
2023
Q2 | $722K | Buy |
7,849
+2,976
| +61% | +$274K | 0.01% | 342 |
|
|
2023
Q1 | $452K | Sell |
4,873
-5,136
| -51% | -$477K | 0.01% | 433 |
|
|
2022
Q4 | $901K | Sell |
10,009
-13,750
| -58% | -$1.24M | 0.02% | 295 |
|
|
2022
Q3 | $2.09M | Buy |
+23,759
| New | +$2.09M | 0.04% | 173 |
|