Baldrige Asset Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Baldrige Asset 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
2023 Q1	$125K	Hold	1,342	–	–	0.05%	135
2022 Q4	$121K	Buy	1,342 +183	+16%	+$16.5K	0.05%	130
2022 Q3	$102K	Buy	1,159 +146	+14%	+$13.6K	0.05%	132
2022 Q2	$92K	Buy	1,013 +863	+575%	+$83.2K	0.04%	142
2022 Q1	$15K	Hold	150	–	–	0.01%	250
2021 Q4	$16K	Hold	150	–	–	0.01%	251
2021 Q3	$16K	Hold	150	–	–	0.01%	258
2021 Q2	$16K	Buy	+150	New	+$16.4K	0.01%	264

Other funds holding JNK

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UCFA

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

Baldrige Asset Management's JNK Position: Q1 2023 in Review

Baldrige Asset Management held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q1 2023 at 1,342 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #135.

Baldrige Asset Management first reported a position in JNK in Q2 2021 and has held it in 8 quarters since. 508 funds tracked by Wall St. Rank hold JNK as of Q1 2023.

Baldrige Asset Management held 1,342 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $125K as of Q1 2023.
Baldrige Asset Management left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q1 2023.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.05% of Baldrige Asset Management's portfolio in Q1 2023, its #135 holding.
Baldrige Asset Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2021 and has held it in 8 quarters since.
508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.