Westside Investment Management’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 | $622K | Hold |
6,500
| – | – | 0.1% | 172 |
|
|
2025
Q4 | $632K | Hold |
6,500
| – | – | 0.1% | 156 |
|
|
2025
Q3 | $637K | Hold |
6,500
| – | – | 0.1% | 156 |
|
|
2025
Q2 | $632K | Buy |
6,500
+100
| +2% | +$9.5K | 0.12% | 148 |
|
|
2025
Q1 | $610K | Hold |
6,400
| – | – | 0.13% | 140 |
|
|
2024
Q4 | $611K | Sell |
6,400
-342
| -5% | -$33K | 0.13% | 138 |
|
|
2024
Q3 | $659K | Buy |
6,742
+370
| +6% | +$35.5K | 0.14% | 137 |
|
|
2024
Q2 | $601K | Buy |
6,372
+212
| +3% | +$19.9K | 0.14% | 139 |
|
|
2024
Q1 | $586K | Buy |
6,160
+527
| +9% | +$49.9K | 0.14% | 136 |
|
|
2023
Q4 | $534K | Buy |
5,633
+847
| +18% | +$77.3K | 0.14% | 137 |
|
|
2023
Q3 | $433K | Hold |
4,786
| – | – | 0.12% | 146 |
|
|
2023
Q2 | $441K | Hold |
4,786
| – | – | 0.12% | 145 |
|
|
2023
Q1 | $444K | Hold |
4,786
| – | – | 0.13% | 138 |
|
|
2022
Q4 | $430 | Buy |
4,786
+107
| +2% | +$9.67K | ﹤0.01% | 288 |
|
|
2022
Q3 | $411 | Buy |
4,679
+369
| +9% | +$34.4K | ﹤0.01% | 298 |
|
|
2022
Q2 | $390 | Buy |
4,310
+1,679
| +64% | +$162K | ﹤0.01% | 292 |
|
|
2022
Q1 | $269 | Buy |
2,631
+635
| +32% | +$66.2K | ﹤0.01% | 312 |
|
|
2021
Q4 | $216 | Buy |
1,996
+215
| +12% | +$23.3K | ﹤0.01% | 309 |
|
|
2021
Q3 | $194 | Buy |
1,781
+160
| +10% | +$17.5K | ﹤0.01% | 305 |
|
|
2021
Q2 | $178 | Buy |
1,621
+1,506
| +1,310% | +$164K | ﹤0.01% | 303 |
|
|
2021
Q1 | $12 | Buy |
+115
| New | +$12.5K | ﹤0.01% | 528 |
|
|
2018
Q4 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2018
Q3 | $10.8K | Hold |
100
| – | – | ﹤0.01% | 483 |
|
|
2018
Q2 | $10.6K | Sell |
100
-500
| -83% | -$53.7K | ﹤0.01% | 551 |
|
|
2018
Q1 | $64.1K | Hold |
600
| – | – | 0.04% | 259 |
|
|
2017
Q4 | $66.6K | Sell |
600
-167
| -22% | -$18.5K | 0.04% | 251 |
|
|
2017
Q3 | $85.6K | Sell |
767
-356
| -32% | -$39.6K | 0.05% | 214 |
|
|
2017
Q2 | $124K | Sell |
1,123
-300
| -21% | -$33.4K | 0.08% | 174 |
|
|
2017
Q1 | $157K | Sell |
1,423
-1,324
| -48% | -$146K | 0.07% | 146 |
|
|
2016
Q4 | $337K | Buy |
+2,747
| New | +$299K | 0.23% | 67 |
|
Other funds holding JNK
CCMG
AFI
JSTA
OPAM