Aletheian Wealth Advisors LLC Spdr Bloomberg High Yield Bond Transaction History

Aletheian Wealth Advisors LLC

$162 Million
Q4 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 10,457 shares of JNK stock, worth $1.01 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

10,457

Previous 10,377 0.77%

Holding current value

$1.01 Million

Previous $1.01 Million 1.58%

% of portfolio

0.62%

Previous 0.62%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$94.77 - $97.36 $7,581 - $7,788	80 Added 0.77%	10,457 $998,000
Q3 2024 Oct 25, 2024	BUY	$93.65 - $97.81 $56,564 - $59,077	604 Added 6.18%	10,377 $1.01 Million
Q2 2024 Jul 26, 2024	BUY	$92.57 - $94.69 $15,366 - $15,718	166 Added 1.73%	9,773 $921,000
Q1 2024 Apr 15, 2024	BUY	$93.76 - $95.35 $91,040 - $92,584	971 Added 11.24%	9,607 $914,000
Q4 2023 Jan 05, 2024	BUY	$87.96 - $95.4 $72,039 - $78,132	819 Added 10.48%	8,636 $818,000
Q3 2023 Oct 04, 2023	BUY	$90.07 - $92.79 $25,940 - $26,723	288 Added 3.83%	7,817 $706,000
Q2 2023 Jul 13, 2023	BUY	$90.21 - $92.61 $4,510 - $4,630	50 Added 0.67%	7,529 $692,000
Q1 2023 May 11, 2023	SELL	$89.57 - $94.63 $242,465 - $256,163	-2,707 Reduced 26.58%	7,479 $694,000
Q4 2022 Jan 17, 2023	BUY	$87.45 - $93.18 $105,814 - $112,747	1,210 Added 13.48%	10,186 $0
Q3 2022 Oct 14, 2022	SELL	$87.57 - $97.57 $166,295 - $185,285	-1,899 Reduced 17.46%	8,976 $789,000
Q2 2022 Jul 11, 2022	SELL	$90.32 - $102.87 $74,694 - $85,073	-827 Reduced 7.07%	10,875 $986,000
Q1 2022 Apr 18, 2022	BUY	$99.6 - $108.5 $393,021 - $428,141	3,946 Added 50.88%	11,702 $1.2 Million
Q4 2021 Apr 12, 2022	BUY	$106.55 - $109.3 $826,401 - $847,730	7,756 New	7,756 $842,000

Others Institutions Holding JNK

# of Institutions

621

Shares Held

77.8M

Call Options Held

51.9K

Put Options Held

76.9K

View Full List

About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
Sector ETFs
Industry ETFs

More about JNK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Account

Aletheian Wealth Advisors LLC Spdr Bloomberg High Yield Bond Transaction History