IAA
Independent Advisor Alliance’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,643
| Closed | -$539K | – | 1127 |
|
|
2024
Q4 | $539K | Buy |
+5,643
| New | +$539K | 0.01% | 941 |
|
|
2022
Q1 | – | Sell |
-5,108
| Closed | -$555K | – | 706 |
|
|
2021
Q4 | $555K | Buy |
+5,108
| New | +$555K | 0.03% | 371 |
|
|
2020
Q1 | – | Sell |
-17,185
| Closed | -$1.88M | – | 646 |
|
|
2019
Q4 | $1.88M | Buy |
17,185
+14,743
| +604% | +$1.62M | 0.08% | 245 |
|
|
2019
Q3 | $264K | Buy |
+2,442
| New | +$264K | 0.03% | 362 |
|
|
2019
Q2 | – | Sell |
-8,770
| Closed | -$315K | – | 440 |
|
|
2019
Q1 | $315K | Sell |
8,770
-2,031
| -19% | -$72.9K | 0.04% | 304 |
|
|
2018
Q4 | $381K | Buy |
+10,801
| New | +$381K | 0.07% | 244 |
|
|
2017
Q2 | – | Sell |
-63,448
| Closed | -$2.33M | – | 328 |
|
|
2017
Q1 | $2.33M | Buy |
+63,448
| New | +$2.33M | 0.37% | 76 |
|