Iams 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 | $336K | Buy |
+3,451
| New | +$336K | 0.15% | 136 |
|
|
2025
Q1 | – | Sell |
-9,880
| Closed | -$943K | – | 169 |
|
|
2024
Q4 | $943K | Buy |
9,880
+4,570
| +86% | +$436K | 0.43% | 69 |
|
|
2024
Q3 | $519K | Sell |
5,310
-1,119
| -17% | -$109K | 0.25% | 100 |
|
|
2024
Q2 | $606K | Buy |
6,429
+1,557
| +32% | +$147K | 0.33% | 84 |
|
|
2024
Q1 | $460K | Buy |
4,872
+995
| +26% | +$94K | 0.28% | 84 |
|
|
2023
Q4 | $367K | Sell |
3,877
-2,213
| -36% | -$210K | 0.24% | 92 |
|
|
2023
Q3 | $551K | Buy |
+6,090
| New | +$551K | 0.38% | 76 |
|
|
2023
Q2 | – | Sell |
-10,443
| Closed | -$958K | – | 88 |
|
|
2023
Q1 | $958K | Sell |
10,443
-4,618
| -31% | -$424K | 0.8% | 39 |
|
|
2022
Q4 | $1.36M | Buy |
+15,061
| New | +$1.36M | 1.38% | 14 |
|