Clearview Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Clearview Wealth Advisors’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 Q2	–	Sell	-9,719	Closed	-$925K	–	108
2024 Q1	$925K	Buy	+9,719	New	+$919K	0.94%	24
2023 Q4	–	Sell	-26,106	Closed	-$2.36M	–	122
2023 Q3	$2.36M	Buy	26,106 +26,029	+33,804%	+$2.38M	2.92%	4
2023 Q2	$7.09K	Sell	77 -24,390	-100%	-$2.23M	0.01%	398
2023 Q1	$2.27M	Buy	+24,467	New	+$2.25M	2.3%	7
2022 Q4	–	Sell	-489	Closed	-$43K	–	642
2022 Q3	$43K	Buy	489 +7	+1%	+$652	0.03%	182
2022 Q2	$44K	Buy	482 +6	+1%	+$579	0.03%	194
2022 Q1	$49K	Buy	476 +4	+0.8%	+$417	0.03%	196
2021 Q4	$51K	Buy	472 +6	+1%	+$650	0.03%	225
2021 Q3	$51K	Buy	466 +5	+1%	+$548	0.03%	231
2021 Q2	$51K	Buy	461 +5	+1%	+$545	0.03%	240
2021 Q1	$50K	Buy	456 +4	+0.9%	+$434	0.03%	226
2020 Q4	$49K	Buy	+452	New	+$48.2K	0.03%	199

Other funds holding JNK

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 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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Clearview Wealth Advisors's JNK Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2024, closing a stake of 9,719 shares — an estimated $925K sold.

Clearview Wealth Advisors first reported a position in JNK in Q4 2020 and held it in 12 quarters. The position peaked at $2.36M in Q3 2023. 539 funds tracked by Wall St. Rank hold JNK as of Q2 2024.

Clearview Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 9,719 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2024, an estimated $925K.
Clearview Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and held it in 12 quarters.
Clearview Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.36M in Q3 2023.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.