Alaska Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Alaska Wealth Advisors’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
2020 Q2	–	Sell	-4,709	Closed	-$446K	–	60
2020 Q1	$446K	Hold	4,709	–	–	0.12%	34
2019 Q4	$516K	Buy	+4,709	New	+$511K	0.08%	42
2019 Q3	–	Sell	-14,131	Closed	-$508K	–	43
2019 Q2	$508K	Buy	14,131 +9,421	+200%	+$1.02M	0.05%	42
2019 Q1	$508K	Hold	4,710	–	–	0.05%	42
2018 Q4	$475K	Buy	+4,710	New	+$492K	0.15%	36

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Alaska Wealth Advisors's JNK Position: Q2 2020 in Review

Alaska Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2020, closing a stake of 4,709 shares — an estimated $446K sold.

Alaska Wealth Advisors first reported a position in JNK in Q4 2018 and held it in 5 quarters. The position peaked at $516K in Q4 2019. 478 funds tracked by Wall St. Rank hold JNK as of Q2 2020.

Alaska Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2020 after selling out during the quarter.
Alaska Wealth Advisors sold 4,709 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2020, an estimated $446K.
Alaska Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and held it in 5 quarters.
Alaska Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $516K in Q4 2019.
478 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2020.

Based on Alaska Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.