White Lighthouse Investment Management’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 | $1.26M | Hold |
12,933
| – | – | 0.2% | 64 |
|
|
2025
Q1 | $1.23M | Buy |
12,933
+6,186
| +92% | +$590K | 0.22% | 62 |
|
|
2024
Q4 | $644K | Buy |
6,747
+136
| +2% | +$13K | 0.11% | 77 |
|
|
2024
Q3 | $646K | Buy |
6,611
+3,751
| +131% | +$367K | 0.12% | 78 |
|
|
2024
Q2 | $270K | Buy |
2,860
+46
| +2% | +$4.34K | 0.05% | 109 |
|
|
2024
Q1 | $268K | Buy |
2,814
+384
| +16% | +$36.6K | 0.05% | 110 |
|
|
2023
Q4 | $230K | Buy |
2,430
+35
| +1% | +$3.32K | 0.05% | 114 |
|
|
2023
Q3 | $217K | Buy |
+2,395
| New | +$217K | 0.05% | 110 |
|
|
2020
Q1 | – | Sell |
-3,163
| Closed | -$346K | – | 119 |
|
|
2019
Q4 | $346K | Buy |
3,163
+40
| +1% | +$4.38K | 0.13% | 98 |
|
|
2019
Q3 | $340K | Hold |
3,123
| – | – | 0.14% | 96 |
|
|
2019
Q2 | $340K | Buy |
3,123
+806
| +35% | +$87.7K | 0.14% | 93 |
|
|
2019
Q1 | $250K | Buy |
+2,317
| New | +$250K | 0.11% | 104 |
|