IAG Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

IAG Wealth 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
2023 Q3	–	Sell	-4	Closed	-$368	–	461
2023 Q2	$368	Hold	4	–	–	﹤0.01%	437
2023 Q1	$371	Hold	4	–	–	﹤0.01%	438
2022 Q4	$360	Buy	+4	New	+$361	﹤0.01%	425
2021 Q4	–	Sell	-44	Closed	-$5K	–	412
2021 Q3	$5K	Buy	+44	New	+$4.82K	﹤0.01%	329

Other funds holding JNK

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

CCMG

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

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

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

IAG Wealth Partners's JNK Position: Q3 2023 in Review

IAG Wealth Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2023, closing a stake of 4 shares — an estimated $368 sold.

IAG Wealth Partners first reported a position in JNK in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 508 funds tracked by Wall St. Rank hold JNK as of Q3 2023.

IAG Wealth Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
IAG Wealth Partners sold 4 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2023, an estimated $368.
IAG Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2021 and held it in 4 quarters.
IAG Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $5K in Q3 2021.
508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.