Financial Architects (New Jersey)’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-96	Closed	-$10K	–	1473
2018 Q4	$10K	Hold	96	–	–	﹤0.01%	992
2018 Q3	$10K	Sell	96 -34	-26%	-$3.65K	﹤0.01%	1112
2018 Q2	$14K	Hold	130	–	–	﹤0.01%	905
2018 Q1	$14K	Hold	130	–	–	﹤0.01%	984
2017 Q4	$14K	Hold	130	–	–	﹤0.01%	1051
2017 Q3	$15K	Sell	130 -136	-51%	-$15.1K	﹤0.01%	1027
2017 Q2	$30K	Buy	266 +67	+34%	+$7.45K	0.01%	844
2017 Q1	$22K	Buy	199 +103	+107%	+$11.4K	﹤0.01%	914
2016 Q4	$11K	Buy	+96	New	+$10.5K	﹤0.01%	985
2015 Q3	–	Sell	-186	Closed	-$21K	–	577
2015 Q2	$21K	Sell	186 -14	-7%	-$1.65K	0.01%	633
2015 Q1	$24K	Sell	200 -225	-53%	-$26.4K	0.01%	537
2014 Q4	$49K	Buy	425 +370	+673%	+$43.9K	0.02%	344
2014 Q3	$7K	Hold	55	–	–	﹤0.01%	684
2014 Q2	$7K	Buy	+55	New	+$6.83K	﹤0.01%	716
2013 Q4	–	Sell	-86	Closed	-$10K	–	364
2013 Q3	$10K	Buy	+86	New	+$10.3K	0.01%	481

Other funds holding JNK

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Financial Architects (New Jersey)'s JNK Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2019, closing a stake of 96 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in JNK in Q3 2013 and held it in 15 quarters. The position peaked at $49K in Q4 2014. 476 funds tracked by Wall St. Rank hold JNK as of Q1 2019.

Financial Architects (New Jersey) reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 96 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2019, an estimated $10K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2013 and held it in 15 quarters.
Financial Architects (New Jersey)'s State Street SPDR Bloomberg High Yield Bond ETF position peaked at $49K in Q4 2014.
476 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.