Baker Tilly Wealth Management, LLC Spdr Bloomberg High Yield Bond Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 3,886 shares of JNK stock, worth $373,483. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,886

Previous 3,820 1.73%

Holding current value

$373,483

Previous $373,000 0.54%

% of portfolio

0.15%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$94.77 - $97.36 $6,254 - $6,425	66 Added 1.73%	3,886 $371,000
Q3 2024 Oct 24, 2024	SELL	$93.65 - $97.81 $1,311 - $1,369	-14 Reduced 0.37%	3,820 $373,000
Q2 2024 Jul 18, 2024	SELL	$92.57 - $94.69 $1.4 Million - $1.44 Million	-15,167 Reduced 79.82%	3,834 $361,000
Q1 2024 May 09, 2024	SELL	$93.76 - $95.35 $20,627 - $20,977	-220 Reduced 1.14%	19,001 $1.81 Million
Q4 2023 Jan 10, 2024	SELL	$87.96 - $95.4 $142,495 - $154,548	-1,620 Reduced 7.77%	19,221 $1.82 Million
Q3 2023 Oct 10, 2023	BUY	$90.07 - $92.79 $85,836 - $88,428	953 Added 4.79%	20,841 $1.88 Million
Q2 2023 Jul 20, 2023	BUY	$90.21 - $92.61 $197,740 - $203,001	2,192 Added 12.39%	19,888 $1.83 Million
Q1 2023 Apr 12, 2023	BUY	$89.57 - $94.63 $744,774 - $786,848	8,315 Added 88.64%	17,696 $1.64 Million
Q4 2022 Jan 26, 2023	SELL	$87.45 - $93.18 $649,928 - $692,513	-7,432 Reduced 44.2%	9,381 $0
Q3 2022 Oct 20, 2022	BUY	$87.57 - $97.57 $1.47 Million - $1.64 Million	16,813 New	16,813 $1.48 Million
Q1 2022 Apr 27, 2022	SELL	$99.6 - $108.5 $3.22 Million - $3.5 Million	-32,298 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$106.55 - $109.3 $338,402 - $347,136	3,176 Added 10.91%	32,298 $3.51 Million
Q3 2021 Nov 02, 2021	BUY	$108.65 - $110.11 $2.89 Million - $2.93 Million	26,610 Added 1059.32%	29,122 $3.19 Million
Q2 2021 Jul 30, 2021	BUY	$108.15 - $109.98 $271,672 - $276,269	2,512 New	2,512 $276,000

Others Institutions Holding JNK

# of Institutions

626

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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Spdr Bloomberg High Yield Bond Transaction History