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Heritage Oak Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Heritage Oak Wealth Advisors’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
Q3 		– Sell
-8,611
Closed -$812K – 180
2024
Q2 		$812K Buy
+8,611
New +$810K 0.41% 33

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heritage Oak Wealth Advisors's JNK Position: Q3 2024 in Review

Heritage Oak Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2024, closing a stake of 8,611 shares — an estimated $812K sold.

Heritage Oak Wealth Advisors first reported a position in JNK in Q2 2024 and held it in 1 quarter. The position peaked at $812K in Q2 2024. 552 funds tracked by Wall St. Rank hold JNK as of Q3 2024.

  • Heritage Oak Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 8,611 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2024, an estimated $812K.
  • Heritage Oak Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $812K in Q2 2024.
  • 552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.