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

B. Riley 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
2022 Q2	$270	Sell	2,974 -4,443	-60%	-$429K	﹤0.01%	563
2022 Q1	$219K	Buy	+7,417	New	+$773K	0.02%	536
2021 Q2	–	Sell	-28,973	Closed	-$892K	–	447
2021 Q1	$892K	Buy	+28,973	New	+$3.15M	0.1%	164
2015 Q3	–	Sell	-836	Closed	-$96K	–	480
2015 Q2	$96K	Sell	836 -606	-42%	-$71.2K	0.08%	282
2015 Q1	$169K	Buy	1,442 +376	+35%	+$44.1K	0.13%	220
2014 Q4	$123K	Buy	1,066 +3	+0.3%	+$356	0.1%	234
2014 Q3	$128K	Sell	1,063 -789	-43%	-$97K	0.1%	252
2014 Q2	$231K	Buy	1,852 +493	+36%	+$61.2K	0.15%	186
2014 Q1	$168K	Buy	+1,359	New	+$167K	0.12%	226

Other funds holding JNK

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

B. Riley Wealth Management's JNK Position: Q2 2022 in Review

B. Riley Wealth Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 60% in Q2 2022, selling an estimated $429K and leaving 2,974 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #563.

B. Riley Wealth Management first reported a position in JNK in Q1 2014 and has held it in 9 quarters since. The position peaked at $892K in Q1 2021. 483 funds tracked by Wall St. Rank hold JNK as of Q2 2022.

B. Riley Wealth Management held 2,974 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $270 as of Q2 2022.
B. Riley Wealth Management sold 4,443 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2022, an estimated $429K.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #563 holding.
B. Riley Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2014 and has held it in 9 quarters since.
B. Riley Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $892K in Q1 2021.
483 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.