Baldwin Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Baldwin Wealth Partners’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
2024 Q1	–	Sell	-8	Closed	-$758	–	714
2023 Q4	$758	Hold	8	–	–	﹤0.01%	689
2023 Q3	$723	Hold	8	–	–	﹤0.01%	715
2023 Q2	$736	Hold	8	–	–	﹤0.01%	729
2023 Q1	$743	Hold	8	–	–	﹤0.01%	765
2022 Q4	$720	Hold	8	–	–	﹤0.01%	755
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	642
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	671
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	656
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	621
2021 Q3	$1K	Buy	+8	New	+$877	﹤0.01%	634

Other funds holding JNK

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Baldwin Wealth Partners's JNK Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2024, closing a stake of 8 shares — an estimated $758 sold.

Baldwin Wealth Partners first reported a position in JNK in Q3 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 554 funds tracked by Wall St. Rank hold JNK as of Q1 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 8 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2024, an estimated $758.
Baldwin Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2021 and held it in 10 quarters.
Baldwin Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1K in Q3 2022.
554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.