Sequoia Financial Advisors’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
$2.8M Sell
28,802
-57,272
-67% -$5.57M 0.02% 396
2025
Q1
$8.2M Sell
86,074
-40,125
-32% -$3.82M 0.06% 213
2024
Q4
$12M Buy
+126,199
New +$12M 0.12% 157