Accel Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Accel Wealth Management’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-133	Closed	-$12.4K	–	536
2023 Q1	$12.4K	Hold	133	–	–	0.01%	837
2022 Q4	$12K	Sell	133 -18	-12%	-$1.63K	0.01%	670
2022 Q3	$14K	Buy	151 +1	+0.7%	+$93	0.01%	660
2022 Q2	$14K	Sell	150 -9	-6%	-$868	0.01%	630
2022 Q1	$16K	Buy	159 +14	+10%	+$1.46K	0.01%	605
2021 Q4	$16K	Buy	145 +29	+25%	+$3.14K	0.01%	612
2021 Q3	$13K	Sell	116 -28	-19%	-$3.07K	0.01%	586
2021 Q2	$16K	Sell	144 -7	-5%	-$763	0.01%	594
2021 Q1	$16K	Hold	151	–	–	0.01%	560
2020 Q4	$16K	Buy	+151	New	+$16.1K	0.01%	540

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Accel Wealth Management's JNK Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2023, closing a stake of 133 shares — an estimated $12.4K sold.

Accel Wealth Management first reported a position in JNK in Q4 2020 and held it in 10 quarters. The position peaked at $16K in Q1 2022. 514 funds tracked by Wall St. Rank hold JNK as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 133 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2023, an estimated $12.4K.
Accel Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $16K in Q1 2022.
514 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.