Iams Wealth Management, LLC Spdr Bloomberg High Yield Bond Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Iams Wealth Management, LLC holds 9,880 shares of JNK stock, worth $951,542. This represents 0.43% of its overall portfolio holdings.

Number of Shares

9,880

Previous 5,310 86.06%

Holding current value

$951,542

Previous $519 Million 81.65%

% of portfolio

0.43%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$94.77 - $97.36 $433,098 - $444,935	4,570 Added 86.06%	9,880 $943 Million
Q3 2024 Oct 11, 2024	SELL	$93.65 - $97.81 $104,794 - $109,449	-1,119 Reduced 17.41%	5,310 $519 Million
Q2 2024 Aug 05, 2024	BUY	$92.57 - $94.69 $144,131 - $147,432	1,557 Added 31.96%	6,429 $606 Million
Q1 2024 Apr 18, 2024	BUY	$93.76 - $95.35 $93,291 - $94,873	995 Added 25.66%	4,872 $460 Million
Q4 2023 Feb 07, 2024	SELL	$87.96 - $95.4 $194,655 - $211,120	-2,213 Reduced 36.34%	3,877 $367 Million
Q3 2023 Nov 14, 2023	BUY	$90.07 - $92.79 $548,526 - $565,091	6,090 New	6,090 $551 Million
Q1 2023 Oct 30, 2023	SELL	$89.57 - $94.63 $413,634 - $437,001	-4,618 Reduced 30.66%	10,443 $958 Million
Q4 2022 Oct 27, 2023	BUY	$87.45 - $93.18 $1.32 Million - $1.4 Million	15,061 New	15,061 $1.36 Billion

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

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

Iams Wealth Management, LLC Spdr Bloomberg High Yield Bond Transaction History