SAG
SageView Advisory Group’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 | $1.36M | Buy |
14,026
+233
| +2% | +$22.6K | 0.05% | 200 |
|
|
2025
Q1 | $1.31M | Buy |
13,793
+714
| +5% | +$68K | 0.06% | 188 |
|
|
2024
Q4 | $1.25M | Sell |
13,079
-1,265
| -9% | -$121K | 0.05% | 192 |
|
|
2024
Q3 | $1.4M | Buy |
+14,344
| New | +$1.4M | 0.07% | 150 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 156 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 654 |
|
|
2023
Q4 | – | Sell |
-158,700
| Closed | -$14.3M | – | 16 |
|
|
2023
Q3 | $14.3M | Sell |
158,700
-40,017
| -20% | -$3.62M | 0.82% | 19 |
|
|
2023
Q2 | $18.3M | Buy |
198,717
+49,068
| +33% | +$4.52M | 1.02% | 15 |
|
|
2023
Q1 | $13.9M | Buy |
149,649
+52,586
| +54% | +$4.88M | 0.89% | 18 |
|
|
2022
Q4 | $8.74M | Buy |
+97,063
| New | +$8.74M | 0.71% | 28 |
|