Kingsview Wealth Management’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.37M | Sell |
35,199
-919
| -3% | -$89.1K | 0.05% | 389 |
|
|
2025
Q4 | $3.51M | Sell |
36,118
-25,710
| -42% | -$2.5M | 0.05% | 350 |
|
|
2025
Q3 | $6.06M | Buy |
61,828
+1,484
| +2% | +$144K | 0.09% | 221 |
|
|
2025
Q2 | $5.87M | Sell |
60,344
-667
| -1% | -$63.3K | 0.1% | 214 |
|
|
2025
Q1 | $5.81M | Sell |
61,011
-3,080
| -5% | -$296K | 0.11% | 190 |
|
|
2024
Q4 | $6.12M | Buy |
64,091
+3,838
| +6% | +$370K | 0.12% | 173 |
|
|
2024
Q3 | $5.89M | Sell |
60,253
-26,678
| -31% | -$2.56M | 0.12% | 172 |
|
|
2024
Q2 | $8.2M | Buy |
86,931
+2,069
| +2% | +$195K | 0.19% | 112 |
|
|
2024
Q1 | $8.08M | Buy |
84,862
+529
| +0.6% | +$50K | 0.2% | 118 |
|
|
2023
Q4 | $7.99M | Buy |
84,333
+1,250
| +2% | +$114K | 0.24% | 102 |
|
|
2023
Q3 | $7.51M | Buy |
83,083
+40,985
| +97% | +$3.75M | 0.27% | 84 |
|
|
2023
Q2 | $3.87M | Sell |
42,098
-7,297
| -15% | -$668K | 0.15% | 148 |
|
|
2023
Q1 | $4.58M | Sell |
49,395
-153,242
| -76% | -$14.1M | 0.19% | 114 |
|
|
2022
Q4 | $18.2M | Buy |
202,637
+149,623
| +282% | +$13.5M | 0.79% | 23 |
|
|
2022
Q3 | $4.66M | Sell |
53,014
-2,633
| -5% | -$245K | 0.22% | 107 |
|
|
2022
Q2 | $5.05M | Sell |
55,647
-1,161
| -2% | -$112K | 0.24% | 102 |
|
|
2022
Q1 | $5.82M | Sell |
56,808
-90,033
| -61% | -$9.38M | 0.26% | 91 |
|
|
2021
Q4 | $15.9M | Sell |
146,841
-52,039
| -26% | -$5.64M | 0.67% | 26 |
|
|
2021
Q3 | $21.8M | Sell |
198,880
-16,514
| -8% | -$1.81M | 1.03% | 12 |
|
|
2021
Q2 | $23.6M | Buy |
215,394
+74,498
| +53% | +$8.12M | 1.17% | 10 |
|
|
2021
Q1 | $15.3M | Buy |
140,896
+58,864
| +72% | +$6.39M | 0.87% | 13 |
|
|
2020
Q4 | $8.94M | Buy |
82,032
+9,447
| +13% | +$1.01M | 0.65% | 29 |
|
|
2020
Q3 | $7.57M | Buy |
72,585
+24,905
| +52% | +$2.6M | 0.68% | 22 |
|
|
2020
Q2 | $4.82M | Buy |
47,680
+7,077
| +17% | +$705K | 0.48% | 46 |
|
|
2020
Q1 | $3.85M | Buy |
40,603
+10,215
| +34% | +$1.07M | 0.52% | 49 |
|
|
2019
Q4 | $3.33M | Buy |
30,388
+2,734
| +10% | +$296K | 0.42% | 71 |
|
|
2019
Q3 | $3.01M | Buy |
27,654
+6,055
| +28% | +$656K | 0.47% | 60 |
|
|
2019
Q2 | $2.35M | Buy |
21,599
+2,187
| +11% | +$236K | 0.4% | 70 |
|
|
2019
Q1 | $2.1M | Buy |
19,412
+2,470
| +15% | +$261K | 0.32% | 86 |
|
|
2018
Q4 | $1.71M | Sell |
16,942
-916
| -5% | -$95.7K | 0.37% | 83 |
|
|
2018
Q3 | $1.93M | Sell |
17,858
-134
| -0.7% | -$14.4K | 0.39% | 74 |
|
|
2018
Q2 | $1.92M | Buy |
17,992
+963
| +6% | +$103K | 0.46% | 68 |
|
|
2018
Q1 | $1.83M | Buy |
17,029
+5,083
| +43% | +$554K | 0.46% | 66 |
|
|
2017
Q4 | $1.32M | Buy |
11,946
+894
| +8% | +$99K | 0.47% | 53 |
|
|
2017
Q3 | $1.24M | Buy |
11,052
+277
| +3% | +$30.8K | 0.55% | 49 |
|
|
2017
Q2 | $1.2M | Buy |
10,775
+1,949
| +22% | +$217K | 0.62% | 45 |
|
|
2017
Q1 | $978K | Buy |
+8,826
| New | +$974K | 0.58% | 53 |
|
Other funds holding JNK
CCMG
AFI
JSTA
OPAM