Wealth Enhancement Advisory Services’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 | $1.42M | Sell |
14,821
-2,908
| -16% | -$282K | ﹤0.01% | 1581 |
|
|
2025
Q4 | $1.73M | Buy |
17,729
+6,927
| +64% | +$673K | ﹤0.01% | 1594 |
|
|
2025
Q3 | $1.05M | Buy |
10,802
+676
| +7% | +$65.7K | ﹤0.01% | 1827 |
|
|
2025
Q2 | $981K | Buy |
10,126
+1,176
| +13% | +$112K | ﹤0.01% | 1769 |
|
|
2025
Q1 | $853K | Sell |
8,950
-397
| -4% | -$38.2K | ﹤0.01% | 1689 |
|
|
2024
Q4 | $892K | Sell |
9,347
-147
| -2% | -$14.2K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $928K | Sell |
9,494
-3,353
| -26% | -$322K | ﹤0.01% | 1451 |
|
|
2024
Q2 | $1.21M | Sell |
12,847
-5,558
| -30% | -$523K | ﹤0.01% | 1187 |
|
|
2024
Q1 | $1.75M | Sell |
18,405
-3,600
| -16% | -$341K | ﹤0.01% | 997 |
|
|
2023
Q4 | $2.08M | Sell |
22,005
-467
| -2% | -$42.6K | 0.01% | 880 |
|
|
2023
Q3 | $2.03M | Buy |
+22,472
| New | +$2.06M | 0.01% | 857 |
|
|
2018
Q1 | – | Sell |
-67,271
| Closed | -$7.44M | – | 163 |
|
|
2017
Q4 | $7.44M | Buy |
67,271
+9,516
| +16% | +$1.05M | 0.53% | 32 |
|
|
2017
Q3 | $6.44M | Buy |
57,755
+4,472
| +8% | +$498K | 0.53% | 32 |
|
|
2017
Q2 | $5.9M | Sell |
53,283
-18,809
| -26% | -$2.09M | 0.55% | 32 |
|
|
2017
Q1 | $7.95M | Buy |
72,092
+7,577
| +12% | +$836K | 0.84% | 24 |
|
|
2016
Q4 | $7.05M | Buy |
64,515
+16,897
| +35% | +$1.84M | 0.86% | 25 |
|
|
2016
Q3 | $5.23M | Buy |
47,618
+13,287
| +39% | +$1.45M | 0.78% | 28 |
|
|
2016
Q2 | $3.68M | Buy |
34,331
+4,929
| +17% | +$517K | 0.67% | 29 |
|
|
2016
Q1 | $3M | Buy |
29,402
+7,960
| +37% | +$794K | 0.61% | 30 |
|
|
2015
Q4 | $2.18M | Buy |
21,442
+4,573
| +27% | +$485K | 0.55% | 33 |
|
|
2015
Q3 | $1.84M | Buy |
16,869
+1,816
| +12% | +$203K | 0.56% | 33 |
|
|
2015
Q2 | $1.74M | Buy |
15,053
+924
| +7% | +$109K | 0.54% | 35 |
|
|
2015
Q1 | $1.66M | Buy |
14,129
+1,670
| +13% | +$196K | 0.64% | 29 |
|
|
2014
Q4 | $1.44M | Buy |
+12,459
| New | +$1.48M | 0.57% | 31 |
|
Other funds holding JNK
CCMG
AFI
JSTA
OPAM