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Carlsbad Wealth Advisory Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Carlsbad Wealth Advisory Group’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
Q2 		$379K Buy
+4,120
New +$377K 0.24% 34

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Carlsbad Wealth Advisory Group's JNK Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2023: 4,120 shares worth $379K. The stake represents 0.24% of the portfolio and ranks #34 among its holdings.

514 funds tracked by Wall St. Rank hold JNK as of Q2 2023.

  • Carlsbad Wealth Advisory Group held 4,120 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $379K as of Q2 2023.
  • State Street SPDR Bloomberg High Yield Bond ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.24% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #34 holding.
  • 514 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.