Holistic Financial Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Holistic Financial Partners’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
2018 Q2	–	Sell	-1,604	Closed	-$172K	–	207
2018 Q1	$172K	Hold	1,604	–	–	0.14%	76
2017 Q4	$177K	Buy	+1,604	New	+$178K	0.15%	80

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holistic Financial Partners's JNK Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2018, closing a stake of 1,604 shares — an estimated $172K sold.

Holistic Financial Partners first reported a position in JNK in Q4 2017 and held it in 2 quarters. The position peaked at $177K in Q4 2017. 459 funds tracked by Wall St. Rank hold JNK as of Q2 2018.

Holistic Financial Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 1,604 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2018, an estimated $172K.
Holistic Financial Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $177K in Q4 2017.
459 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.