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

HHM 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
2023
Q4 		– Sell
-310
Closed -$28K – 792
2023
Q3 		$28K Hold
310
– – 0.01% 353
2023
Q2 		$28.5K Buy
+310
New +$28.4K 0.01% 371

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HHM Wealth Advisors's JNK Position: Q4 2023 in Review

HHM Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2023, closing a stake of 310 shares — an estimated $28K sold.

HHM Wealth Advisors first reported a position in JNK in Q2 2023 and held it in 2 quarters. The position peaked at $28.5K in Q2 2023. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

  • HHM Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 310 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2023, an estimated $28K.
  • HHM Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2023 and held it in 2 quarters.
  • HHM Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $28.5K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.