Ford Financial Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Ford Financial Group’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
2022 Q1	–	Sell	-117	Closed	-$12	–	310
2021 Q4	$12	Buy	+117	New	+$12.7K	﹤0.01%	323
2021 Q3	–	Sell	-135	Closed	-$14K	–	324
2021 Q2	$14K	Buy	+135	New	+$14.7K	0.01%	316
2020 Q1	–	Sell	-2,377	Closed	-$260K	–	101
2019 Q4	$260K	Sell	2,377 -277	-10%	-$30K	0.15%	73
2019 Q3	$288K	Sell	2,654 -6,314	-70%	-$685K	0.18%	59
2019 Q2	$976K	Buy	8,968 +337	+4%	+$36.4K	0.66%	25
2019 Q1	$931K	Buy	8,631 +126	+1%	+$13.3K	0.67%	27
2018 Q4	$857K	Sell	8,505 -59	-0.7%	-$6.16K	0.65%	25
2018 Q3	$924K	Sell	8,564 -296	-3%	-$31.8K	0.67%	19
2018 Q2	$938K	Sell	8,860 -5,336	-38%	-$573K	0.68%	17
2018 Q1	$1.53M	Buy	14,196 +1,013	+8%	+$110K	1.19%	17
2017 Q4	$1.46M	Buy	+13,183	New	+$1.46M	1.1%	17

Other funds holding JNK

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Toews Corporation Northfield, New Jersey $259M AUM 5.15% 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

Ford Financial Group's JNK Position: Q1 2022 in Review

Ford Financial Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2022, closing a stake of 117 shares — an estimated $12 sold.

Ford Financial Group first reported a position in JNK in Q4 2017 and held it in 11 quarters. The position peaked at $1.53M in Q1 2018. 519 funds tracked by Wall St. Rank hold JNK as of Q1 2022.

Ford Financial Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 117 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2022, an estimated $12.
Ford Financial Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and held it in 11 quarters.
Ford Financial Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.53M in Q1 2018.
519 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.