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BKM Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

BKM Wealth 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
2024
Q1 		– Sell
-743
Closed -$70.5K – 373
2023
Q4 		$70.5K Buy
+743
New +$67.8K 0.03% 232

Other funds holding JNK

State Street
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BKM Wealth Management's JNK Position: Q1 2024 in Review

BKM Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2024, closing a stake of 743 shares — an estimated $70.5K sold.

BKM Wealth Management first reported a position in JNK in Q4 2023 and held it in 1 quarter. The position peaked at $70.5K in Q4 2023. 554 funds tracked by Wall St. Rank hold JNK as of Q1 2024.

  • BKM Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 743 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2024, an estimated $70.5K.
  • BKM Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $70.5K in Q4 2023.
  • 554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.