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

Lake Point 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
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	284
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	291
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	300
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	282
2021 Q2	$3K	Buy	+30	New	+$3.27K	﹤0.01%	291
2020 Q1	$7K	Hold	73	–	–	0.01%	137
2019 Q4	$8K	Buy	+73	New	+$7.92K	﹤0.01%	299
2019 Q2	$115K	Buy	1,057 +705	+200%	+$76.1K	0.04%	66
2019 Q1	$115K	Sell	352 -15,950	-98%	-$1.69M	0.04%	66
2018 Q4	$1.64M	Buy	+16,302	New	+$1.7M	0.61%	36

Other funds holding JNK

Jane Street New York $777B AUM 61.18% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lake Point Wealth Management's JNK Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2022 at 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Lake Point Wealth Management first reported a position in JNK in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.64M in Q4 2018. 483 funds tracked by Wall St. Rank hold JNK as of Q2 2022.

Lake Point Wealth Management held 30 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $3K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2022.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #284 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.64M in Q4 2018.
483 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.