Bedel Financial Consulting’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Bedel Financial Consulting’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
2021 Q1	–	Sell	-298	Closed	-$32K	–	947
2020 Q4	$32K	Hold	298	–	–	0.01%	377
2020 Q3	$31K	Hold	298	–	–	0.02%	363
2020 Q2	$30K	Hold	298	–	–	0.02%	347
2020 Q1	$28K	Sell	298 -11	-4%	-$1.16K	0.02%	343
2019 Q4	$34K	Hold	309	–	–	0.02%	341
2019 Q3	$34K	Sell	309 -116	-27%	-$12.6K	0.02%	329
2019 Q2	$46K	Sell	425 -1	-0.2%	-$108	0.03%	291
2019 Q1	$46K	Sell	426 -568	-57%	-$60.1K	0.03%	285
2018 Q4	$100K	Sell	994 -320	-24%	-$33.4K	0.07%	179
2018 Q3	$140K	Buy	1,314 +694	+112%	+$74.6K	0.09%	162
2018 Q2	$66K	Buy	620 +52	+9%	+$5.58K	0.05%	238
2018 Q1	$61K	Buy	+568	New	+$61.9K	0.05%	248

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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

Toews Corporation Northfield, New Jersey $259M AUM 5.15% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Bedel Financial Consulting's JNK Position: Q1 2021 in Review

Bedel Financial Consulting sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2021, closing a stake of 298 shares — an estimated $32K sold.

Bedel Financial Consulting first reported a position in JNK in Q1 2018 and held it in 12 quarters. The position peaked at $140K in Q3 2018. 518 funds tracked by Wall St. Rank hold JNK as of Q1 2021.

Bedel Financial Consulting reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2021 after selling out during the quarter.
Bedel Financial Consulting sold 298 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2021, an estimated $32K.
Bedel Financial Consulting first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2018 and held it in 12 quarters.
Bedel Financial Consulting's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $140K in Q3 2018.
518 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2021.

Based on Bedel Financial Consulting's 13F filing for Q1 2021, filed 26 Apr 2021.