Uptown 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
$694K Sell
7,138
-705
-9% -$68.6K 0.59% 29
2025
Q1
$748K Buy
7,843
+575
+8% +$54.8K 0.76% 26
2024
Q4
$694K Buy
+7,268
New +$694K 0.75% 27