Beam Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Beam Wealth Advisors’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	–	Sell	-2,424	Closed	-$218K	–	103
2022 Q4	$218K	Sell	2,424 -275	-10%	-$24.8K	0.23%	92
2022 Q3	$237K	Buy	2,699 +95	+4%	+$8.85K	0.26%	86
2022 Q2	$236K	Sell	2,604 -5	-0.2%	-$482	0.26%	87
2022 Q1	$267K	Buy	2,609 +13	+0.5%	+$1.35K	0.31%	71
2021 Q4	$282K	Buy	2,596 +287	+12%	+$31.1K	0.32%	71
2021 Q3	$253K	Buy	2,309 +150	+7%	+$16.4K	0.22%	115
2021 Q2	$237K	Buy	+2,159	New	+$235K	0.2%	123
2020 Q1	–	Sell	-5,190	Closed	-$569K	–	162
2019 Q4	$569K	Buy	+5,190	New	+$563K	0.53%	58

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Beam Wealth Advisors's JNK Position: Q1 2023 in Review

Beam Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2023, closing a stake of 2,424 shares — an estimated $218K sold.

Beam Wealth Advisors first reported a position in JNK in Q4 2019 and held it in 8 quarters. The position peaked at $569K in Q4 2019. 507 funds tracked by Wall St. Rank hold JNK as of Q1 2023.

Beam Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Beam Wealth Advisors sold 2,424 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2023, an estimated $218K.
Beam Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $569K in Q4 2019.
507 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2023.

Based on Beam Wealth Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.