Univest Financial’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
$3.08M Buy
31,661
+2,392
+8% +$233K 0.18% 92
2025
Q1
$2.79M Sell
29,269
-1,216
-4% -$116K 0.18% 94
2024
Q4
$2.91M Buy
30,485
+3,662
+14% +$350K 0.18% 94
2024
Q3
$2.62M Buy
+26,823
New +$2.62M 0.17% 94
2023
Q1
Sell
-2,496
Closed -$225K 109
2022
Q4
$225K Sell
2,496
-9,644
-79% -$868K 0.07% 98
2022
Q3
$1.07M Buy
+12,140
New +$1.07M 0.35% 56