Robertson Stephens Wealth Management’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	$1.2M	Buy	12,493 +2,514	+25%	+$244K	0.03%	269
2025 Q4	$970K	Sell	9,979 -465	-4%	-$45.2K	0.03%	313
2025 Q3	$1.02M	Buy	10,444 +2,328	+29%	+$226K	0.03%	252
2025 Q2	$789K	Sell	8,116 -60	-0.7%	-$5.7K	0.03%	293
2025 Q1	$779K	Buy	8,176 +6,065	+287%	+$583K	0.03%	296
2024 Q4	$202K	Sell	2,111 -331	-14%	-$31.9K	0.01%	543
2024 Q3	$239K	Buy	+2,442	New	+$234K	0.01%	565
2022 Q4	–	Sell	-3,060	Closed	-$268K	–	421
2022 Q3	$268K	Buy	+3,060	New	+$285K	0.03%	293
2022 Q1	–	Sell	-7,134	Closed	-$774K	–	398
2021 Q4	$774K	Buy	+7,134	New	+$773K	0.07%	207
2021 Q3	–	Sell	-19,837	Closed	-$2.18M	–	327
2021 Q2	$2.18M	Buy	+19,837	New	+$2.16M	0.26%	65
2021 Q1	–	Sell	-28,744	Closed	-$3.13M	–	290
2020 Q4	$3.13M	Buy	28,744 +23,536	+452%	+$2.51M	0.65%	34
2020 Q3	$543K	Sell	5,208 -2,017	-28%	-$211K	0.13%	126
2020 Q2	$730K	Buy	+7,225	New	+$720K	0.21%	87
2020 Q1	–	Sell	-9,493	Closed	-$1.04M	–	187
2019 Q4	$1.04M	Sell	9,493 -20,314	-68%	-$2.2M	0.52%	38
2019 Q3	$3.24M	Buy	+29,807	New	+$3.23M	1.64%	15
2019 Q2	–	Sell	-5,969	Closed	-$644K	–	70
2019 Q1	$644K	Buy	+5,969	New	+$632K	0.55%	34