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Spdr Bloomberg Barclays High Yield Bond Etf etf shares owned by Caldwell Trust

Quarter-by-quarter ownership of Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Spdr Bloomberg Barclays High Yield Bond Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Bloomberg Barclays High Yield Bond Etf etf held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Bloomberg Barclays High Yield Bond Etf etf by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 17k 97.99
2021-12-31 $1.3M 12k 108.57
2021-09-30 $1.3M 12k 109.36
2021-06-30 $1.2M 11k 109.96
2021-03-31 $1.3M 12k 108.80
2020-12-31 $1.2M 11k 108.94
2020-09-30 $1.3M 13k 104.27
2020-06-30 $1.4M 14k 101.16
2020-03-31 $2.5M 26k 94.74
2019-12-31 $4.3M 39k 109.54