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

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Iht Wealth Management, LLC holds 2,308 shares of JNK stock, worth $219,975. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,308

Previous 3,895 40.74%

Holding current value

$219,975

Previous $380,000 42.11%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$94.77 - $97.36 $150,399 - $154,510	-1,587 Reduced 40.74%	2,308 $220,000
Q3 2024 Nov 14, 2024	BUY	$93.65 - $97.81 $103,670 - $108,275	1,107 Added 39.71%	3,895 $380,000
Q2 2024 Aug 14, 2024	SELL	$92.57 - $94.69 $27,215 - $27,838	-294 Reduced 9.54%	2,788 $262,000
Q1 2024 May 15, 2024	SELL	$93.76 - $95.35 $223,617 - $227,409	-2,385 Reduced 43.63%	3,082 $293,000
Q4 2023 Feb 14, 2024	SELL	$87.96 - $95.4 $55,150 - $59,815	-627 Reduced 10.29%	5,467 $517,000
Q3 2023 Nov 14, 2023	BUY	$90.07 - $92.79 $2,431 - $2,505	27 Added 0.45%	6,094 $550,000
Q2 2023 Aug 14, 2023	BUY	$90.21 - $92.61 $547,304 - $561,864	6,067 New	6,067 $558,000
Q1 2020 May 13, 2020	SELL	$84.57 - $110.24 $267,664 - $348,909	-3,165 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	$107.21 - $109.95 $77,620 - $79,603	-724 Reduced 18.62%	3,165 $347,000
Q3 2019 Nov 15, 2019	SELL	$106.71 - $109.19 $21,768 - $22,274	-204 Reduced 4.98%	3,889 $423,000
Q2 2019 Aug 12, 2019	BUY	$105.76 - $109.46 $432,875 - $448,019	4,093 New	4,093 $445,000

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

News

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

Account

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