RIA
Regal Investment Advisors’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
38,573
+537
| +1% | +$52.2K | 0.28% | 93 |
|
|
2025
Q1 | $3.62M | Buy |
38,036
+459
| +1% | +$43.7K | 0.29% | 90 |
|
|
2024
Q4 | $3.59M | Sell |
37,577
-1,182
| -3% | -$113K | 0.27% | 104 |
|
|
2024
Q3 | $3.79M | Buy |
38,759
+1,546
| +4% | +$151K | 0.27% | 111 |
|
|
2024
Q2 | $3.51M | Buy |
37,213
+1,186
| +3% | +$112K | 0.23% | 121 |
|
|
2024
Q1 | $3.43M | Buy |
36,027
+790
| +2% | +$75.2K | 0.23% | 123 |
|
|
2023
Q4 | $3.34M | Sell |
35,237
-1,076
| -3% | -$102K | 0.25% | 118 |
|
|
2023
Q3 | $3.28M | Buy |
36,313
+1,693
| +5% | +$153K | 0.28% | 102 |
|
|
2023
Q2 | $3.19M | Buy |
34,620
+3,206
| +10% | +$295K | 0.27% | 97 |
|
|
2023
Q1 | $2.92M | Buy |
31,414
+728
| +2% | +$67.6K | 0.26% | 108 |
|
|
2022
Q4 | $2.76M | Buy |
30,686
+1,040
| +4% | +$93.6K | 0.27% | 99 |
|
|
2022
Q3 | $2.6M | Sell |
29,646
-66
| -0.2% | -$5.8K | 0.27% | 96 |
|
|
2022
Q2 | $2.7M | Buy |
29,712
+2,440
| +9% | +$221K | 0.28% | 92 |
|
|
2022
Q1 | $2.8M | Sell |
27,272
-1,589
| -6% | -$163K | 0.26% | 104 |
|
|
2021
Q4 | $3.13M | Sell |
28,861
-8,516
| -23% | -$924K | 0.28% | 91 |
|
|
2021
Q3 | $4.09M | Buy |
37,377
+745
| +2% | +$81.5K | 0.4% | 66 |
|
|
2021
Q2 | $4.03M | Buy |
36,632
+15,499
| +73% | +$1.7M | 0.4% | 67 |
|
|
2021
Q1 | $2.3M | Sell |
21,133
-4,673
| -18% | -$508K | 2.33% | 15 |
|
|
2020
Q4 | $2.81M | Buy |
25,806
+6,162
| +31% | +$671K | 0.32% | 81 |
|
|
2020
Q3 | $2.05M | Sell |
19,644
-29,618
| -60% | -$3.09M | 2.42% | 16 |
|
|
2020
Q2 | $4.98M | Buy |
49,262
+30,155
| +158% | +$3.05M | 0.91% | 26 |
|
|
2020
Q1 | $1.81M | Sell |
19,107
-4,017
| -17% | -$381K | 2.66% | 13 |
|
|
2019
Q4 | $2.53M | Buy |
23,124
+853
| +4% | +$93.4K | 0.46% | 65 |
|
|
2019
Q3 | $2.42M | Buy |
22,271
+732
| +3% | +$79.6K | 0.47% | 60 |
|
|
2019
Q2 | $2.35M | Sell |
21,539
-41,004
| -66% | -$4.47M | 0.46% | 65 |
|
|
2019
Q1 | $2.25M | Buy |
62,543
+837
| +1% | +$30.1K | 0.46% | 64 |
|
|
2018
Q4 | $2.07M | Buy |
61,706
+992
| +2% | +$33.3K | 0.45% | 64 |
|
|
2018
Q3 | $2.19M | Buy |
60,714
+20,008
| +49% | +$721K | 0.46% | 65 |
|
|
2018
Q2 | $1.44M | Sell |
40,706
-13,257
| -25% | -$470K | 0.44% | 81 |
|
|
2018
Q1 | $1.94M | Buy |
53,963
+1,311
| +2% | +$47K | 0.43% | 71 |
|
|
2017
Q4 | $1.93M | Buy |
52,652
+2,812
| +6% | +$103K | 0.43% | 80 |
|
|
2017
Q3 | $1.86M | Buy |
49,840
+15
| +0% | +$560 | 0.43% | 82 |
|
|
2017
Q2 | $1.85M | Buy |
49,825
+2,389
| +5% | +$88.8K | 0.46% | 84 |
|
|
2017
Q1 | $1.75M | Sell |
47,436
-31,746
| -40% | -$1.17M | 0.46% | 74 |
|
|
2016
Q4 | $2.89M | Buy |
79,182
+42,225
| +114% | +$1.54M | 0.8% | 43 |
|
|
2016
Q3 | $1.36M | Buy |
36,957
+1,764
| +5% | +$64.8K | 0.39% | 85 |
|
|
2016
Q2 | $1.26M | Sell |
35,193
-9,450
| -21% | -$337K | 0.35% | 94 |
|
|
2016
Q1 | $1.53M | Buy |
44,643
+11,549
| +35% | +$396K | 0.41% | 76 |
|
|
2015
Q4 | $1.12M | Buy |
33,094
+9,993
| +43% | +$339K | 0.29% | 99 |
|
|
2015
Q3 | $823K | Sell |
23,101
-91,757
| -80% | -$3.27M | 0.21% | 119 |
|
|
2015
Q2 | $4.41M | Buy |
114,858
+80,800
| +237% | +$3.1M | 1.19% | 9 |
|
|
2015
Q1 | $1.34M | Buy |
34,058
+2,089
| +7% | +$81.9K | 0.33% | 90 |
|
|
2014
Q4 | $1.23M | Buy |
31,969
+3,038
| +11% | +$117K | 0.33% | 90 |
|
|
2014
Q3 | $1.16M | Sell |
28,931
-128,198
| -82% | -$5.15M | 0.35% | 83 |
|
|
2014
Q2 | $6.56M | Buy |
157,129
+56,769
| +57% | +$2.37M | 2.34% | 2 |
|
|
2014
Q1 | $4.15M | Buy |
100,360
+55,931
| +126% | +$2.31M | 1.76% | 2 |
|
|
2013
Q4 | $1.8M | Buy |
44,429
+18,635
| +72% | +$756K | 1.03% | 16 |
|
|
2013
Q3 | $1.03M | Sell |
25,794
-58,899
| -70% | -$2.35M | 0.6% | 64 |
|
|
2013
Q2 | $3.35M | Buy |
+84,693
| New | +$3.35M | 1.85% | 7 |
|