Peak Financial 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 | $406K | Sell |
4,177
-315
| -7% | -$30.6K | 0.12% | 65 |
|
|
2025
Q1 | $428K | Buy |
4,492
+10
| +0.2% | +$953 | 0.13% | 59 |
|
|
2024
Q4 | $428K | Hold |
4,482
| – | – | 0.13% | 63 |
|
|
2024
Q3 | $438K | Buy |
4,482
+195
| +5% | +$19.1K | 0.13% | 64 |
|
|
2024
Q2 | $404K | Buy |
+4,287
| New | +$404K | 0.13% | 63 |
|
|
2023
Q1 | – | Sell |
-2,410
| Closed | -$217K | – | 72 |
|
|
2022
Q4 | $217K | Buy |
+2,410
| New | +$217K | 0.09% | 68 |
|
|
2022
Q1 | – | Sell |
-3,530
| Closed | -$383K | – | 80 |
|
|
2021
Q4 | $383K | Buy |
+3,530
| New | +$383K | 0.12% | 51 |
|