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

CMH 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
2023 Q1	–	Sell	-5,000	Closed	-$450K	–	48
2022 Q4	$450K	Buy	+5,000	New	+$452K	0.14%	48
2020 Q1	–	Sell	-8,332	Closed	-$913K	–	52
2019 Q4	$913K	Buy	+8,332	New	+$903K	0.47%	51
2019 Q2	–	Sell	-8,333	Closed	-$899K	–	51
2019 Q1	$899K	Sell	8,333 -10,334	-55%	-$1.09M	0.54%	50
2018 Q4	$1.88M	Buy	+18,667	New	+$1.95M	1.13%	38

Other funds holding JNK

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UCFA

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

CMH Wealth Management's JNK Position: Q1 2023 in Review

CMH Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2023, closing a stake of 5,000 shares — an estimated $450K sold.

CMH Wealth Management first reported a position in JNK in Q4 2018 and held it in 4 quarters. The position peaked at $1.88M in Q4 2018. 508 funds tracked by Wall St. Rank hold JNK as of Q1 2023.

CMH Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
CMH Wealth Management sold 5,000 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2023, an estimated $450K.
CMH Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and held it in 4 quarters.
CMH Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.88M in Q4 2018.
508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2023.

Based on CMH Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.