Kovitz Investment Group Partners’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 Q1	–	Sell	-4,015	Closed	-$383K	–	1265
2024 Q4	$383K	Hold	4,015	–	–	﹤0.01%	965
2024 Q3	$367K	Buy	4,015 +265	+7%	+$24.2K	﹤0.01%	821
2024 Q2	$354K	Hold	3,750	–	–	﹤0.01%	701
2024 Q1	$357K	Buy	+3,750	New	+$357K	﹤0.01%	558