Juncture Wealth Strategies’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Juncture Wealth Strategies’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
2019 Q4	–	Sell	-2,630	Closed	-$286K	–	101
2019 Q3	$286K	Sell	2,630 -1,469	-36%	-$159K	0.25%	89
2019 Q2	$447K	Sell	4,099 -1,984	-33%	-$214K	0.36%	75
2019 Q1	$656K	Sell	6,083 -1,508	-20%	-$160K	0.51%	50
2018 Q4	$765K	Sell	7,591 -3,987	-34%	-$417K	0.52%	45
2018 Q3	$1.25M	Sell	11,578 -922	-7%	-$99.1K	0.66%	41
2018 Q2	$1.33M	Sell	12,500 -1,263	-9%	-$136K	0.71%	34
2018 Q1	$1.48M	Buy	13,763 +883	+7%	+$96.2K	0.83%	32
2017 Q4	$1.42M	Buy	12,880 +2,122	+20%	+$235K	0.8%	35
2017 Q3	$1.2M	Buy	10,758 +1,853	+21%	+$206K	0.68%	38
2017 Q2	$994K	Buy	8,905 +711	+9%	+$79.1K	0.57%	44
2017 Q1	$908K	Buy	8,194 +2,867	+54%	+$316K	0.56%	47
2016 Q4	$583K	Buy	5,327 +1,595	+43%	+$174K	0.4%	56
2016 Q3	$411K	Buy	+3,732	New	+$406K	0.28%	66

Other funds holding JNK

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

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

Juncture Wealth Strategies's JNK Position: Q4 2019 in Review

Juncture Wealth Strategies sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2019, closing a stake of 2,630 shares — an estimated $286K sold.

Juncture Wealth Strategies first reported a position in JNK in Q3 2016 and held it in 13 quarters. The position peaked at $1.48M in Q1 2018. 519 funds tracked by Wall St. Rank hold JNK as of Q4 2019.

Juncture Wealth Strategies reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
Juncture Wealth Strategies sold 2,630 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2019, an estimated $286K.
Juncture Wealth Strategies first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2016 and held it in 13 quarters.
Juncture Wealth Strategies's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.48M in Q1 2018.
519 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2019.

Based on Juncture Wealth Strategies's 13F filing for Q4 2019, filed 3 Feb 2020.