Schwallier Wealth Management’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,332
| Closed | -$222K | – | 63 |
|
|
2025
Q1 | $222K | Sell |
2,332
-10,034
| -81% | -$956K | 0.16% | 51 |
|
|
2024
Q4 | $1.18M | Buy |
12,366
+1,098
| +10% | +$105K | 0.9% | 13 |
|
|
2024
Q3 | $1.1M | Buy |
11,268
+1,598
| +17% | +$156K | 0.79% | 15 |
|
|
2024
Q2 | $912K | Sell |
9,670
-689
| -7% | -$65K | 0.74% | 15 |
|
|
2024
Q1 | $986K | Buy |
10,359
+514
| +5% | +$48.9K | 0.79% | 17 |
|
|
2023
Q4 | $933K | Buy |
+9,845
| New | +$933K | 0.77% | 17 |
|