Number of Shares
96,252.00
Current Holdings Value*
$9.17 Mil
% of Portfolio
6.08%
Total Estimate Gain
$-299,790.93
% of Total Estimate Gain
-2.13%

ESG Planning DBA Harper Investing's SPDR Bloomberg High Yield Bond ETF Holding Summary

As of 2025-03-31, ESG Planning DBA Harper Investing held 96,252.00 shares of SPDR Bloomberg High Yield Bond ETF(JNK), totaling $9.17 Mil. This investment constitutes 6.08% of their stock portfolio, and ESG Planning DBA Harper Investing now holds 0.13% of the outstanding SPDR Bloomberg High Yield Bond ETF(JNK) stock.

The initial trade took place in 2022Q1. And since then ESG Planning DBA Harper Investing has made 5 purchases of JNK, at an average price of $97.01, for a total of 145,248.00 shares. In addition, there have been 5 sales at an average price of $91.02 for 48,996.00 shares. Based on historical transaction data and JNK's current price of $96.94, ESG Planning DBA Harper Investing's estimated gain on his JNK holdings is $-299,790.93, reflecting a -2.13% gain to date.

ESG Planning DBA Harper Investing JNK ($96.94) Holding Chart

ESG Planning DBA Harper Investing JNK ($96.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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