Annapolis Financial Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Annapolis Financial Services’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
2022 Q4	–	Sell	-118	Closed	-$10K	–	489
2022 Q3	$10K	Hold	118	–	–	﹤0.01%	335
2022 Q2	$11K	Hold	118	–	–	﹤0.01%	286
2022 Q1	$12K	Hold	118	–	–	﹤0.01%	287
2021 Q4	$13K	Hold	118	–	–	﹤0.01%	292
2021 Q3	$13K	Hold	118	–	–	﹤0.01%	270
2021 Q2	$13K	Hold	118	–	–	﹤0.01%	247
2021 Q1	$13K	Hold	118	–	–	﹤0.01%	237
2020 Q4	$13K	Buy	+118	New	+$12.6K	0.01%	230

Other funds holding JNK

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCMG

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

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

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

OPAM

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Annapolis Financial Services's JNK Position: Q4 2022 in Review

Annapolis Financial Services sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2022, closing a stake of 118 shares — an estimated $10K sold.

Annapolis Financial Services first reported a position in JNK in Q4 2020 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 536 funds tracked by Wall St. Rank hold JNK as of Q4 2022.

Annapolis Financial Services reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
Annapolis Financial Services sold 118 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2022, an estimated $10K.
Annapolis Financial Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and held it in 8 quarters.
Annapolis Financial Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $13K in Q4 2021.
536 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.