Financial Gravity Asset Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-2	Closed	-$223	–	1626
2024 Q1	$223	Sell	2 -268	-99%	-$25.4K	﹤0.01%	931
2023 Q4	$25.6K	Buy	+270	New	+$24.7K	0.01%	352
2021 Q3	$109K	Sell	272 -5,796	-96%	-$635K	0.05%	336
2021 Q2	$121K	Buy	+6,068	New	+$662K	0.04%	298
2019 Q4	$425K	Sell	11,410 -343	-3%	-$37.2K	0.29%	26
2019 Q3	$1.28M	Sell	11,753 -27,686	-70%	-$3M	1.1%	16
2019 Q2	$4.3M	Buy	39,439 +9,523	+32%	+$1.03M	3.53%	1
2019 Q1	$3.22M	Buy	+29,916	New	+$3.17M	2.6%	2
2018 Q3	$158K	Buy	1,505 +440	+41%	+$47.3K	0.17%	153
2018 Q2	$114K	Buy	1,065 +272	+34%	+$29.2K	0.11%	189
2018 Q1	$85K	Buy	+793	New	+$86.4K	0.09%	218

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Gravity Asset Management's JNK Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2024, closing a stake of 2 shares — an estimated $223 sold.

Financial Gravity Asset Management first reported a position in JNK in Q1 2018 and held it in 11 quarters. The position peaked at $4.3M in Q2 2019. 539 funds tracked by Wall St. Rank hold JNK as of Q2 2024.

Financial Gravity Asset Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2024, an estimated $223.
Financial Gravity Asset Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $4.3M in Q2 2019.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.