OneDigital Investment Advisors’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
2025
Q4
Sell
-2,471
Closed -$242K 1557
2025
Q3
$242K Sell
2,471
-493
-17% -$47.9K ﹤0.01% 1320
2025
Q2
$288K Sell
2,964
-26
-0.9% -$2.47K ﹤0.01% 1187
2025
Q1
$285K Sell
2,990
-541
-15% -$52K ﹤0.01% 1138
2024
Q4
$337K Sell
3,531
-220
-6% -$21.2K ﹤0.01% 1071
2024
Q3
$367K Sell
3,751
-3,217
-46% -$309K ﹤0.01% 1059
2024
Q2
$657K Sell
6,968
-4,543
-39% -$427K 0.01% 781
2024
Q1
$1.1M Sell
11,511
-3,489
-23% -$330K 0.02% 477
2023
Q4
$1.42M Sell
15,000
-8,482
-36% -$774K 0.02% 382
2023
Q3
$2.12M Sell
23,482
-27,470
-54% -$2.52M 0.05% 274
2023
Q2
$4.69M Buy
50,952
+645
+1% +$59K 0.1% 157
2023
Q1
$4.67M Sell
50,307
-2,833
-5% -$260K 0.11% 150
2022
Q4
$4.78M Buy
+53,140
New +$4.8M 0.14% 133
2022
Q1
Sell
-2,155
Closed -$234K 804
2021
Q4
$234K Buy
2,155
+249
+13% +$27K 0.01% 673
2021
Q3
$208K Sell
1,906
-65
-3% -$7.12K 0.01% 681
2021
Q2
$217K Buy
+1,971
New +$215K 0.01% 653
2021
Q1
Sell
-1,841
Closed -$201K 735
2020
Q4
$201K Buy
+1,841
New +$196K 0.01% 604
2020
Q3
Sell
-2,465
Closed -$249K 693
2020
Q2
$249K Sell
2,465
-8
-0.3% -$797 0.02% 493
2020
Q1
$234K Sell
2,473
-319
-11% -$33.5K 0.02% 433
2019
Q4
$306K Sell
2,792
-14
-0.5% -$1.52K 0.02% 412
2019
Q3
$305K Buy
2,806
+2,614
+1,361% +$283K 0.03% 379
2019
Q2
$21K Buy
192
+63
+49% +$6.8K ﹤0.01% 796
2019
Q1
$14K Buy
+129
New +$13.7K ﹤0.01% 806
2018
Q4
Hold
0
1208
2018
Q3
Sell
-1,408
Closed -$150K 1109
2018
Q2
$150K Hold
1,408
0.03% 269
2018
Q1
$151K Sell
1,408
-216
-13% -$23.5K 0.03% 268
2017
Q4
$179K Buy
+1,624
New +$180K 0.02% 241
2017
Q3
Sell
-2,326
Closed -$259K 1109
2017
Q2
$259K Buy
+2,326
New +$259K 0.08% 169

Other funds holding JNK