Personal CFO Solutions’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	$1.43M	Sell	14,919 -2,341	-14%	-$227K	0.2%	83
2025 Q4	$1.68M	Buy	17,260 +175	+1%	+$17K	0.27%	62
2025 Q3	$1.67M	Buy	17,085 +55	+0.3%	+$5.34K	0.29%	61
2025 Q2	$1.66M	Sell	17,030 -427	-2%	-$40.5K	0.31%	59
2025 Q1	$1.66M	Buy	17,457 +781	+5%	+$75.1K	0.34%	55
2024 Q4	$1.59M	Buy	16,676 +400	+2%	+$38.6K	0.31%	59
2024 Q3	$1.59M	Sell	16,276 -603	-4%	-$57.9K	0.22%	85
2024 Q2	$1.59M	Sell	16,879 -1,165	-6%	-$110K	0.24%	78
2024 Q1	$1.72M	Sell	18,044 -935	-5%	-$88.4K	0.27%	74
2023 Q4	$1.8M	Sell	18,979 -1,443	-7%	-$132K	0.31%	58
2023 Q3	$1.85M	Sell	20,422 -1,779	-8%	-$163K	0.36%	61
2023 Q2	$2.04M	Buy	22,201 +19,744	+804%	+$1.81M	0.41%	58
2023 Q1	$228K	Sell	2,457 -21,657	-90%	-$1.99M	0.05%	405
2022 Q4	$2.17M	Buy	24,114 +21,657	+881%	+$1.96M	0.46%	45
2022 Q3	$216K	Sell	2,457 -18	-0.7%	-$1.68K	0.05%	351
2022 Q2	$225K	Hold	2,475	–	–	0.05%	356
2022 Q1	$254K	Sell	2,475 -10,462	-81%	-$1.09M	0.05%	379
2021 Q4	$1.41M	Buy	12,937 +517	+4%	+$56K	0.26%	70
2021 Q3	$1.36M	Sell	12,420 -422	-3%	-$46.2K	0.28%	71
2021 Q2	$1.41M	Buy	12,842 +769	+6%	+$83.8K	0.29%	69
2021 Q1	$1.31M	Buy	12,073 +72	+0.6%	+$7.82K	0.28%	69
2020 Q4	$1.31M	Buy	12,001 +590	+5%	+$62.9K	0.32%	66
2020 Q3	$1K	Buy	+11,411	New	+$1.19M	0.33%	91
2020 Q2	–	Sell	-16,501	Closed	-$1.56M	–	340
2020 Q1	$1.56M	Buy	16,501 +4,615	+39%	+$484K	0.56%	41
2019 Q4	$1.3M	Buy	11,886 +201	+2%	+$21.8K	0.37%	53
2019 Q3	$1.28M	Buy	+11,685	New	+$1.27M	0.51%	43