WealthPLAN Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

WealthPLAN Partners’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,306	Closed	-$321K	–	243
2025 Q4	$321K	Sell	3,306 -72	-2%	-$6.99K	0.05%	231
2025 Q3	$331K	Sell	3,378 -768	-19%	-$74.6K	0.05%	211
2025 Q2	$403K	Sell	4,146 -82	-2%	-$7.79K	0.06%	187
2025 Q1	$403K	Sell	4,228 -50	-1%	-$4.81K	0.06%	183
2024 Q4	$408K	Sell	4,278 -34	-0.8%	-$3.28K	0.06%	182
2024 Q3	$422K	Hold	4,312	–	–	0.06%	190
2024 Q2	$406K	Hold	4,312	–	–	0.04%	223
2024 Q1	$411K	Hold	4,312	–	–	0.04%	221
2023 Q4	$408K	Sell	4,312 -3	-0.1%	-$274	0.04%	243
2023 Q3	$390K	Buy	4,315 +3	+0.1%	+$275	0.05%	235
2023 Q2	$397K	Sell	4,312 -822	-16%	-$75.3K	0.06%	216
2023 Q1	$477K	Sell	5,134 -574	-10%	-$52.7K	0.05%	205
2022 Q4	$525K	Buy	+5,708	New	+$516K	0.04%	247
2022 Q1	$1.01M	Sell	10,380 -725	-7%	-$75.6K	0.07%	170
2021 Q4	$1.17M	Buy	11,105 +5	+0%	+$542	0.08%	163
2021 Q3	$1.2M	Buy	11,100 +3,514	+46%	+$385K	0.08%	157
2021 Q2	$826K	Buy	7,586 +2,570	+51%	+$280K	0.06%	174
2021 Q1	$546K	Buy	5,016 +726	+17%	+$78.9K	0.04%	217
2020 Q4	$468K	Buy	4,290 +488	+13%	+$52K	0.04%	224
2020 Q3	$403K	Buy	3,802 +777	+26%	+$81.2K	0.04%	218
2020 Q2	$317K	Buy	+3,025	New	+$301K	0.03%	228
2019 Q2	–	Sell	-1,421	Closed	-$457K	–	257
2019 Q1	$457K	Sell	1,421 -2,902	-67%	-$307K	0.07%	169
2018 Q4	$461K	Buy	+4,323	New	+$452K	0.07%	163
2018 Q3	–	Sell	-3,993	Closed	-$425K	–	272
2018 Q2	$425K	Sell	3,993 -261	-6%	-$28K	0.09%	154
2018 Q1	$457K	Sell	4,254 -3,219	-43%	-$351K	0.1%	148
2017 Q4	$823K	Sell	7,473 -10,686	-59%	-$1.18M	0.22%	99
2017 Q3	$2.03M	Sell	18,159 -4,176	-19%	-$465K	0.57%	43
2017 Q2	$2.49M	Buy	+22,335	New	+$2.48M	0.72%	37
2016 Q3	$89.9K	Sell	821 -2,198	-73%	-$239K	0.03%	242
2016 Q2	$58K	Buy	+3,019	New	+$316K	0.01%	843
2015 Q4	$77.8K	Buy	+1,452	New	+$154K	0.01%	498
2015 Q2	–	Sell	-606	Closed	-$71K	–	478
2015 Q1	$71K	Buy	+606	New	+$71.1K	0.03%	205