Householder Group Estate & Retirement Specialist’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-1,077	Closed	-$105K	–	890
2024 Q3	$105K	Buy	+1,077	New	+$103K	0.03%	346
2024 Q1	–	Sell	-3,057	Closed	-$289K	–	1298
2023 Q4	$289K	Buy	3,057 +2,188	+252%	+$200K	0.1%	190
2023 Q3	$78.6K	Buy	+869	New	+$79.6K	0.03%	362
2022 Q4	–	Sell	-97	Closed	-$8K	–	746
2022 Q3	$8K	Buy	+97	New	+$9.04K	﹤0.01%	780

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JNK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2024, closing a stake of 1,077 shares — an estimated $105K sold.

Householder Group Estate & Retirement Specialist first reported a position in JNK in Q3 2022 and held it in 4 quarters. The position peaked at $289K in Q4 2023. 576 funds tracked by Wall St. Rank hold JNK as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,077 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2024, an estimated $105K.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2022 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $289K in Q4 2023.
576 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.