Aris Wealth Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$12K Buy
112
+2
+2% +$224 0.03% 205
2015
Q2
$13K Buy
110
+1
+0.9% +$117 0.01% 346
2015
Q1
$13K Buy
+109
New +$12.8K 0.01% 344

Other funds holding JNK

Aris Wealth Services's JNK Position: Q3 2015 in Review

Aris Wealth Services increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.8% in Q3 2015, buying an estimated $224 and bringing the position to 112 shares worth $12K. The position accounts for 0.03% of the portfolio, ranked #205.

Aris Wealth Services first reported a position in JNK in Q1 2015 and has held it in 3 quarters since. The position peaked at $13K in Q2 2015. 340 funds tracked by Wall St. Rank hold JNK as of Q3 2015.

  • Aris Wealth Services held 112 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $12K as of Q3 2015.
  • Aris Wealth Services bought 2 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2015, an estimated $224.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #205 holding.
  • Aris Wealth Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $13K in Q2 2015.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.