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

Jeppson 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 Q4	–	Sell	-600	Closed	-$63K	–	291
2020 Q3	$63K	Buy	+600	New	+$62.7K	0.05%	202

Other funds holding JNK

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

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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Jeppson Wealth Management's JNK Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2020, closing a stake of 600 shares — an estimated $63K sold.

Jeppson Wealth Management first reported a position in JNK in Q3 2020 and held it in 1 quarter. The position peaked at $63K in Q3 2020. 518 funds tracked by Wall St. Rank hold JNK as of Q4 2020.

Jeppson Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 600 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2020, an estimated $63K.
Jeppson Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $63K in Q3 2020.
518 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.