Hillcrest Wealth Advisors’s 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
Q3 | $539K | Sell |
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|
2025
Q2 | $710K | Sell |
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|
2025
Q1 | $748K | Buy |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $692K | Sell |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $780K | Sell |
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|
2023
Q4 | $918K | Sell |
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|
2023
Q3 | $988K | Buy |
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|
2023
Q2 | $807K | Sell |
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|
2023
Q1 | $884K | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $881K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $768K | Buy |
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|
2021
Q4 | $798K | Buy |
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|
2021
Q3 | $588K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $526K | Buy |
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|
2020
Q4 | $516K | Sell |
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|
2020
Q3 | $567K | Buy |
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|
2020
Q2 | $518K | Hold |
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|
2020
Q1 | $485K | Sell |
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|
2019
Q4 | $568K | Sell |
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|
2019
Q3 | $710K | Sell |
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|
2019
Q2 | $764K | Sell |
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|
2019
Q1 | $779K | Buy |
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|
2018
Q4 | $718K | Buy |
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