FundX Investment Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$14.4M Sell
132,958
-553
-0.4% -$59.9K 3.51% 9
2021
Q3
$14.6M Sell
133,511
-5,521
-4% -$605K 6.9% 4
2021
Q2
$942K Sell
139,032
-1,664
-1% -$181K 0.1% 30
2021
Q1
$15.3M Sell
140,696
-1,836
-1% -$199K 8.64% 3
2020
Q4
$15.5M Sell
142,532
-3,657
-3% -$390K 6.48% 5
2020
Q3
$15.2M Buy
146,189
+9,392
+7% +$982K 5.86% 8
2020
Q2
$13.8M Buy
+136,797
New +$13.6M 5.85% 8
2020
Q1
Sell
-92,717
Closed -$10.2M 56
2019
Q4
$10.2M Buy
+92,717
New +$10.1M 2.74% 11

Other funds holding JNK

FundX Investment Group's JNK Position: Q4 2021 in Review

FundX Investment Group reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 0.41% in Q4 2021, selling an estimated $59.9K and leaving 132,958 shares worth $14.4M. The position accounts for 3.51% of the portfolio, ranked #9.

FundX Investment Group first reported a position in JNK in Q4 2019 and has held it in 8 quarters since. The position peaked at $15.5M in Q4 2020. 566 funds tracked by Wall St. Rank hold JNK as of Q4 2021.

  • FundX Investment Group held 132,958 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $14.4M as of Q4 2021.
  • FundX Investment Group sold 553 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2021, an estimated $59.9K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 3.51% of FundX Investment Group's portfolio in Q4 2021, its #9 holding.
  • FundX Investment Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and has held it in 8 quarters since.
  • FundX Investment Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $15.5M in Q4 2020.
  • 566 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.