SteelPeak Wealth’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 Q2	$296K	Buy	3,071 +101	+3%	+$9.73K	0.01%	529
2026 Q1	$284K	Buy	2,970 +33	+1%	+$3.2K	0.01%	465
2025 Q4	$286K	Sell	2,937 -361	-11%	-$35.1K	0.01%	445
2025 Q3	$323K	Hold	3,298	–	–	0.01%	447
2025 Q2	$321K	Sell	3,298 -147	-4%	-$14K	0.01%	411
2025 Q1	$328K	Sell	3,445 -6,026	-64%	-$580K	0.01%	399
2024 Q4	$904K	Buy	9,471 +5,648	+148%	+$545K	0.04%	261
2024 Q3	$374K	Sell	3,823 -10	-0.3%	-$960	0.02%	361
2024 Q2	$361K	Sell	3,833 -241	-6%	-$22.7K	0.02%	354
2024 Q1	$388K	Sell	4,074 -699	-15%	-$66.1K	0.02%	327
2023 Q4	$452K	Sell	4,773 -612	-11%	-$55.9K	0.03%	288
2023 Q3	$487K	Buy	5,385 +137	+3%	+$12.5K	0.03%	265
2023 Q2	$483K	Buy	5,248 +1,225	+30%	+$112K	0.03%	249
2023 Q1	$373K	Sell	4,023 -34	-0.8%	-$3.12K	0.03%	275
2022 Q4	$365K	Hold	4,057	–	–	0.03%	285
2022 Q3	$356K	Sell	4,057 -29	-0.7%	-$2.7K	0.03%	298
2022 Q2	$371K	Sell	4,086 -750	-16%	-$72.3K	0.03%	289
2022 Q1	$496K	Sell	4,836 -99	-2%	-$10.3K	0.03%	288
2021 Q4	$536K	Sell	4,935 -225	-4%	-$24.4K	0.03%	245
2021 Q3	$564K	Sell	5,160 -82	-2%	-$8.98K	0.04%	241
2021 Q2	$576K	Sell	5,242 -131	-2%	-$14.3K	0.04%	250
2021 Q1	$585K	Sell	5,373 -325	-6%	-$35.3K	0.05%	212
2020 Q4	$621K	Buy	5,698 +16	+0.3%	+$1.71K	0.06%	192
2020 Q3	$592K	Buy	5,682 +235	+4%	+$24.6K	0.06%	166
2020 Q2	$551K	Buy	5,447 +56	+1%	+$5.58K	0.07%	158
2020 Q1	$511K	Sell	5,391 -138	-2%	-$14.5K	0.08%	150
2019 Q4	$606K	Buy	+5,529	New	+$599K	0.08%	164