Heritage Wealth Management (Arizona)’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$124K	Buy	1,378 +689	+100%	+$62.2K	0.02%	388
2022 Q3	$61K	Sell	689 -52	-7%	-$4.84K	0.02%	379
2022 Q2	$67.2K	Sell	741 -18	-2%	-$1.74K	0.02%	376
2022 Q1	$78K	Buy	+759	New	+$79.1K	0.02%	405
2021 Q3	$56K	Sell	515 -110	-18%	-$12.1K	0.02%	431
2021 Q2	$69K	Sell	625 -28	-4%	-$3.05K	0.03%	404
2021 Q1	$71K	Buy	+653	New	+$70.9K	0.04%	309

Other funds holding JNK

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s JNK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 100% in Q4 2022, buying an estimated $62.2K and bringing the position to 1,378 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #388.

Heritage Wealth Management (Arizona) first reported a position in JNK in Q1 2021 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold JNK as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,378 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $124K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 689 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2022, an estimated $62.2K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #388 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2021 and has held it in 7 quarters since.
536 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.