Burney Company’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Burney Company’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
2022 Q2	–	Sell	-4,377	Closed	-$449K	–	559
2022 Q1	$449K	Buy	4,377 +1,236	+39%	+$129K	0.02%	433
2021 Q4	$341K	Hold	3,141	–	–	0.01%	473
2021 Q3	$343K	Hold	3,141	–	–	0.02%	459
2021 Q2	$345K	Hold	3,141	–	–	0.02%	473
2021 Q1	$342K	Sell	3,141 -165	-5%	-$17.9K	0.02%	462
2020 Q4	$360K	Hold	3,306	–	–	0.02%	420
2020 Q3	$345K	Hold	3,306	–	–	0.02%	398
2020 Q2	$334K	Sell	3,306 -578	-15%	-$57.6K	0.02%	384
2020 Q1	$368K	Buy	3,884 +212	+6%	+$22.3K	0.03%	326
2019 Q4	$402K	Hold	3,672	–	–	0.02%	359
2019 Q3	$399K	Sell	3,672 -157	-4%	-$17K	0.02%	338
2019 Q2	$417K	Sell	3,829 -131	-3%	-$14.1K	0.03%	345
2019 Q1	$427K	Buy	+3,960	New	+$419K	0.03%	340

Other funds holding JNK

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

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

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

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Burney Company's JNK Position: Q2 2022 in Review

Burney Company sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2022, closing a stake of 4,377 shares — an estimated $449K sold.

Burney Company first reported a position in JNK in Q1 2019 and held it in 13 quarters. The position peaked at $449K in Q1 2022. 483 funds tracked by Wall St. Rank hold JNK as of Q2 2022.

Burney Company reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
Burney Company sold 4,377 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2022, an estimated $449K.
Burney Company first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2019 and held it in 13 quarters.
Burney Company's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $449K in Q1 2022.
483 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2022.

Based on Burney Company's 13F filing for Q2 2022, filed 12 Aug 2022.