Pinnacle Wealth Planning Services’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	$115K	Hold	1,202	–	–	0.01%	726
2025 Q4	$117K	Buy	+1,202	New	+$117K	0.01%	694
2022 Q1	–	Sell	-1,955	Closed	-$213K	–	462
2021 Q4	$213K	Sell	1,955 -59	-3%	-$6.39K	0.04%	352
2021 Q3	$220K	Sell	2,014 -39	-2%	-$4.27K	0.05%	308
2021 Q2	$225K	Sell	2,053 -26	-1%	-$2.83K	0.06%	294
2021 Q1	$226K	Sell	2,079 -1,485	-42%	-$161K	0.06%	272
2020 Q4	$388K	Sell	3,564 -82	-2%	-$8.74K	0.09%	145
2020 Q3	$380K	Sell	3,646 -7,520	-67%	-$786K	0.13%	126
2020 Q2	$1.13M	Sell	11,166 -1,817	-14%	-$181K	0.37%	52
2020 Q1	$1.23M	Buy	12,983 +2,184	+20%	+$229K	0.59%	36
2019 Q4	$1.18M	Sell	10,799 -20	-0.2%	-$2.17K	0.56%	32
2019 Q3	$1.18M	Sell	10,819 -161	-1%	-$17.5K	0.64%	28
2019 Q2	$1.2M	Sell	10,980 -183	-2%	-$19.7K	0.72%	22
2019 Q1	$1.21M	Buy	11,163 +142	+1%	+$15K	0.81%	21
2018 Q4	$1.11M	Buy	11,021 +7,661	+228%	+$800K	0.71%	25
2018 Q3	$363K	Sell	3,360 -91	-3%	-$9.78K	0.33%	99
2018 Q2	$367K	Sell	3,451 -64	-2%	-$6.87K	0.36%	94
2018 Q1	$378K	Sell	3,515 -9,172	-72%	-$999K	0.39%	89
2017 Q4	$1.4M	Buy	+12,687	New	+$1.41M	2.85%	7