Strategic Investment Advisors’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	$1.37M	Buy	14,310 +7,677	+116%	+$744K	0.09%	113
2025 Q4	$645K	Buy	6,633 +4,377	+194%	+$425K	0.06%	138
2025 Q3	$747K	Sell	2,256 -5,195	-70%	-$505K	0.07%	120
2025 Q2	$725K	Buy	7,451 +683	+10%	+$64.9K	0.07%	122
2025 Q1	$645K	Sell	6,768 -4,391	-39%	-$422K	0.07%	136
2024 Q4	$1.07M	Buy	11,159 +2,699	+32%	+$261K	0.11%	108
2024 Q3	$827K	Sell	8,460 -1,877	-18%	-$180K	0.09%	130
2024 Q2	$974K	Sell	10,337 -495	-5%	-$46.5K	0.12%	112
2024 Q1	$1.03M	Buy	10,832 +3,212	+42%	+$304K	0.13%	103
2023 Q4	$722K	Buy	7,620 +151	+2%	+$13.8K	0.1%	130
2023 Q3	$675K	Sell	7,469 -28	-0.4%	-$2.56K	0.11%	143
2023 Q2	$690K	Buy	7,497 +1,818	+32%	+$166K	0.1%	113
2023 Q1	$527K	Buy	5,679 +1,159	+26%	+$106K	0.1%	154
2022 Q4	$407K	Buy	+4,520	New	+$408K	0.08%	166
2022 Q2	–	Sell	-3,076	Closed	-$315K	–	206
2022 Q1	$315K	Sell	3,076 -1,664	-35%	-$173K	0.06%	177
2021 Q4	$515K	Buy	4,740 +1,320	+39%	+$143K	0.1%	157
2021 Q3	$374K	Sell	3,420 -2,681	-44%	-$294K	0.08%	160
2021 Q2	$671K	Sell	6,101 -5,276	-46%	-$575K	0.15%	135
2021 Q1	$1.24M	Buy	11,377 +2,655	+30%	+$288K	0.32%	70
2020 Q4	$950K	Sell	8,722 -5,896	-40%	-$629K	0.27%	79
2020 Q3	$1.52M	Buy	14,618 +5,820	+66%	+$608K	0.51%	49
2020 Q2	$890K	Buy	8,798 +3,304	+60%	+$329K	0.34%	62
2020 Q1	$520K	Sell	5,494 -2,452	-31%	-$257K	0.24%	76
2019 Q4	$870K	Buy	7,946 +1,906	+32%	+$207K	0.36%	59
2019 Q3	$657K	Sell	6,040 -957	-14%	-$104K	0.32%	61
2019 Q2	$769K	Buy	6,997 +2,126	+44%	+$229K	0.42%	51
2019 Q1	$526K	Buy	4,871 +774	+19%	+$81.9K	0.36%	60
2018 Q4	$413K	Buy	+4,097	New	+$428K	0.37%	59