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

LBA 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
2017 Q1	$241K	Buy	2,173 +273	+14%	+$30.1K	0.13%	97
2016 Q4	$208K	Hold	1,900	–	–	0.11%	101
2016 Q3	$209K	Buy	1,900 +617	+48%	+$67.1K	0.12%	107
2016 Q2	$137K	Sell	1,283 -2,020	-61%	-$212K	0.08%	129
2016 Q1	$339K	Buy	+3,303	New	+$329K	0.2%	85

Other funds holding JNK

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAM

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LBA Wealth Management's JNK Position: Q1 2017 in Review

LBA Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 14% in Q1 2017, buying an estimated $30.1K and bringing the position to 2,173 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #97.

LBA Wealth Management first reported a position in JNK in Q1 2016 and has held it in 5 quarters since. The position peaked at $339K in Q1 2016. 436 funds tracked by Wall St. Rank hold JNK as of Q1 2017.

LBA Wealth Management held 2,173 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $241K as of Q1 2017.
LBA Wealth Management bought 273 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2017, an estimated $30.1K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.13% of LBA Wealth Management's portfolio in Q1 2017, its #97 holding.
LBA Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2016 and has held it in 5 quarters since.
LBA Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $339K in Q1 2016.
436 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.