Number of Shares
4,176.00
Current Holdings Value*
$406,200.00
% of Portfolio
0.35%
Total Estimate Gain
$13,609.00
% of Total Estimate Gain
1.32%

International Private Wealth Advisors LLC's SPDR Bloomberg High Yield Bond ETF Holding Summary

As of 2025-06-30, International Private Wealth Advisors LLC held 4,176.00 shares of SPDR Bloomberg High Yield Bond ETF(JNK), totaling $406,200.00. This investment constitutes 0.35% of their stock portfolio, and International Private Wealth Advisors LLC now holds 0.01% of the outstanding SPDR Bloomberg High Yield Bond ETF(JNK) stock.

The initial trade took place in 2024Q1. And since then International Private Wealth Advisors LLC has made 4 purchases of JNK, at an average price of $95.24, for a total of 10,862.00 shares. In addition, there have been 2 sales at an average price of $96.13 for 6,686.00 shares. Based on historical transaction data and JNK's current price of $97.08, International Private Wealth Advisors LLC's estimated gain on his JNK holdings is $13,609.00, reflecting a 1.32% gain to date.

International Private Wealth Advisors LLC JNK ($97.08) Holding Chart

International Private Wealth Advisors LLC JNK ($97.08) 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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