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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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