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

Executive 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
2019 Q3	–	Sell	-105	Closed	-$11K	–	481
2019 Q2	$11K	Sell	105 -10,675	-99%	-$1.15M	﹤0.01%	594
2019 Q1	$1.16M	Buy	10,780 +10,709	+15,083%	+$1.13M	0.21%	84
2018 Q4	$8K	Buy	+71	New	+$7.42K	﹤0.01%	610

Other funds holding JNK

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Executive Wealth Management's JNK Position: Q3 2019 in Review

Executive Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2019, closing a stake of 105 shares — an estimated $11K sold.

Executive Wealth Management first reported a position in JNK in Q4 2018 and held it in 3 quarters. The position peaked at $1.16M in Q1 2019. 468 funds tracked by Wall St. Rank hold JNK as of Q3 2019.

Executive Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 105 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2019, an estimated $11K.
Executive Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.16M in Q1 2019.
468 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.