Interactive Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Interactive Financial Advisors’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 Q1	–	Sell	-166	Closed	-$14.9K	–	118
2022 Q4	$14.9K	Hold	166	–	–	0.01%	146
2022 Q3	$15K	Hold	166	–	–	0.01%	146
2022 Q2	$15K	Hold	166	–	–	0.01%	131
2022 Q1	$17K	Hold	166	–	–	0.01%	143
2021 Q4	$18K	Hold	166	–	–	0.01%	143
2021 Q3	$18K	Hold	166	–	–	0.01%	150
2021 Q2	$18K	Hold	166	–	–	0.01%	150
2021 Q1	$18K	Hold	166	–	–	0.01%	143
2020 Q4	$18K	Hold	166	–	–	0.01%	139
2020 Q3	$17K	Hold	166	–	–	0.01%	127
2020 Q2	$17K	Hold	166	–	–	0.01%	122
2020 Q1	$16K	Hold	166	–	–	0.01%	86
2019 Q4	$18K	Hold	166	–	–	0.01%	129
2019 Q3	$18K	Hold	166	–	–	0.01%	110
2019 Q2	$18K	Hold	166	–	–	0.01%	122
2019 Q1	$18K	Buy	166 +1	+0.6%	+$106	0.01%	105
2018 Q4	$17K	Hold	165	–	–	0.01%	79
2018 Q3	$18K	Hold	165	–	–	0.01%	103
2018 Q2	$18K	Hold	165	–	–	0.01%	100
2018 Q1	$18K	Hold	165	–	–	0.01%	98
2017 Q4	$18K	Buy	165 +18	+12%	+$1.99K	0.01%	101
2017 Q3	$16K	Hold	147	–	–	0.01%	91
2017 Q2	$16K	Hold	147	–	–	0.01%	88
2017 Q1	$16K	Hold	147	–	–	0.01%	91
2016 Q4	$16K	Hold	147	–	–	0.01%	92
2016 Q3	$16K	Hold	147	–	–	0.01%	90
2016 Q2	$16K	Hold	147	–	–	0.01%	74
2016 Q1	$15K	Hold	147	–	–	0.01%	70
2015 Q4	$15K	Hold	147	–	–	0.01%	77
2015 Q3	$16K	Hold	147	–	–	0.01%	70
2015 Q2	$17K	Hold	147	–	–	0.01%	80
2015 Q1	$17K	Hold	147	–	–	0.01%	90
2014 Q4	$17K	Buy	147 +3	+2%	+$356	0.01%	77
2014 Q3	$17K	Buy	144 +3	+2%	+$369	0.01%	78
2014 Q2	$18K	Buy	+141	New	+$17.5K	0.01%	71

Other funds holding JNK

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JSTA

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Interactive Financial Advisors's JNK Position: Q1 2023 in Review

Interactive Financial Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2023, closing a stake of 166 shares — an estimated $14.9K sold.

Interactive Financial Advisors first reported a position in JNK in Q2 2014 and held it in 35 quarters. The position peaked at $18K in Q4 2021. 507 funds tracked by Wall St. Rank hold JNK as of Q1 2023.

Interactive Financial Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 166 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2023, an estimated $14.9K.
Interactive Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2014 and held it in 35 quarters.
Interactive Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $18K in Q4 2021.
507 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.