ICA Group Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-9	Closed	-$857	–	1056
2024 Q1	$857	Hold	9	–	–	﹤0.01%	1252
2023 Q4	$853	Buy	+9	New	+$822	﹤0.01%	1246
2023 Q3	–	Sell	-15	Closed	-$1.38K	–	731
2023 Q2	$1.38K	Buy	+15	New	+$1.37K	﹤0.01%	1167
2023 Q1	–	Sell	-47	Closed	-$4.23K	–	1329
2022 Q4	$4.23K	Buy	+47	New	+$4.25K	﹤0.01%	1003

Other funds holding JNK

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

CCMG

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

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

ICA Group Wealth Management's JNK Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2024, closing a stake of 9 shares — an estimated $857 sold.

ICA Group Wealth Management first reported a position in JNK in Q4 2022 and held it in 4 quarters. The position peaked at $4.23K in Q4 2022. 539 funds tracked by Wall St. Rank hold JNK as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 9 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2024, an estimated $857.
ICA Group Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $4.23K in Q4 2022.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.