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

Institute for 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
2020 Q1	–	Sell	-37	Closed	-$4K	–	558
2019 Q4	$4K	Buy	+37	New	+$4.01K	﹤0.01%	649
2018 Q1	–	Sell	-3,248	Closed	-$358K	–	330
2017 Q4	$358K	Sell	3,248 -1,908	-37%	-$211K	0.08%	273
2017 Q3	$579K	Buy	5,156 +981	+23%	+$109K	0.19%	169
2017 Q2	$466K	Buy	+4,175	New	+$464K	0.13%	239

Other funds holding JNK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Institute for Wealth Management's JNK Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2020, closing a stake of 37 shares — an estimated $4K sold.

Institute for Wealth Management first reported a position in JNK in Q2 2017 and held it in 4 quarters. The position peaked at $579K in Q3 2017. 445 funds tracked by Wall St. Rank hold JNK as of Q1 2020.

Institute for Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 37 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2020, an estimated $4K.
Institute for Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2017 and held it in 4 quarters.
Institute for Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $579K in Q3 2017.
445 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.