Carmel Capital Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-93	Closed	-$8.41K	–	431
2023 Q3	$8.41K	Sell	93 -833	-90%	-$76.3K	﹤0.01%	487
2023 Q2	$85.2K	Hold	926	–	–	0.04%	174
2023 Q1	$86K	Buy	+926	New	+$85K	0.05%	205
2022 Q1	–	Sell	-3,114	Closed	-$338K	–	130
2021 Q4	$338K	Buy	+3,114	New	+$337K	0.25%	76

Other funds holding JNK

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

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

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

Carmel Capital Partners's JNK Position: Q4 2023 in Review

Carmel Capital Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2023, closing a stake of 93 shares — an estimated $8.41K sold.

Carmel Capital Partners first reported a position in JNK in Q4 2021 and held it in 4 quarters. The position peaked at $338K in Q4 2021. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

Carmel Capital Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 93 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2023, an estimated $8.41K.
Carmel Capital Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and held it in 4 quarters.
Carmel Capital Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $338K in Q4 2021.
531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.