Avantax Planning Partners’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
2018
Q4
Sell
-131
Closed -$14K 763
2018
Q3
$14K Buy
+131
New +$14.1K ﹤0.01% 791
2018
Q2
Sell
-149
Closed -$16K 868
2018
Q1
$16K Buy
+149
New +$16.2K ﹤0.01% 863

Other funds holding JNK

Avantax Planning Partners's JNK Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2018, closing a stake of 131 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in JNK in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 461 funds tracked by Wall St. Rank hold JNK as of Q4 2018.

  • Avantax Planning Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 131 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $16K in Q1 2018.
  • 461 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.