LWA
JNK icon

Lenox Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Lenox Wealth 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
2021
Q4 		– Sell
-22
Closed -$2K – 985
2021
Q3 		$2K Sell
22
-11
-33% -$1.21K ﹤0.01% 635
2021
Q2 		$4K Hold
33
– – ﹤0.01% 587
2021
Q1 		$4K Sell
33
-27
-45% -$2.93K ﹤0.01% 540
2020
Q4 		$7K Sell
60
-83
-58% -$8.85K ﹤0.01% 472
2020
Q3 		$15K Buy
143
+43
+43% +$4.5K ﹤0.01% 326
2020
Q2 		$10K Buy
100
+40
+67% +$3.98K ﹤0.01% 378
2020
Q1 		$6K Sell
60
-203
-77% -$21.3K ﹤0.01% 401
2019
Q4 		$29K Buy
263
+206
+361% +$22.3K ﹤0.01% 264
2019
Q3 		$6K Hold
57
– – ﹤0.01% 391
2019
Q2 		$6K Sell
57
-62
-52% -$6.69K ﹤0.01% 308
2019
Q1 		$13K Sell
119
-5
-4% -$529 ﹤0.01% 248
2018
Q4 		$12K Sell
124
-13
-9% -$1.36K ﹤0.01% 232
2018
Q3 		$15K Sell
137
-12
-8% -$1.29K ﹤0.01% 235
2018
Q2 		$16K Buy
149
+6
+4% +$644 ﹤0.01% 287
2018
Q1 		$15K Buy
143
+75
+110% +$8.17K ﹤0.01% 301
2017
Q4 		$7K Buy
68
+17
+33% +$1.88K ﹤0.01% 191
2017
Q3 		$6K Hold
51
– – ﹤0.01% 77
2017
Q2 		$6K Hold
51
– – ﹤0.01% 89
2017
Q1 		$6K Hold
51
– – ﹤0.01% 76
2016
Q4 		$6K Hold
51
– – ﹤0.01% 99
2016
Q3 		$6K Hold
51
– – ﹤0.01% 179
2016
Q2 		$5K Sell
51
-16
-24% -$1.68K ﹤0.01% 190
2016
Q1 		$7K Hold
67
– – ﹤0.01% 178
2015
Q4 		$7K Sell
67
-77
-53% -$8.17K ﹤0.01% 198
2015
Q3 		$15K Buy
144
+88
+157% +$9.84K 0.01% 158
2015
Q2 		$6K Buy
56
+5
+10% +$587 ﹤0.01% 194
2015
Q1 		$6K Hold
51
– – ﹤0.01% 216
2014
Q4 		$6K Hold
51
– – ﹤0.01% 218
2014
Q3 		$6K Buy
+51
New +$6.27K ﹤0.01% 220
2014
Q1 		– Sell
-51
Closed -$6K – 270
2013
Q4 		$6K Buy
+51
New +$6.18K ﹤0.01% 221

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
TC
Toews Corporation Northfield, New Jersey $259M AUM 5.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's JNK Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2021, closing a stake of 22 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in JNK in Q4 2013 and held it in 30 quarters. The position peaked at $29K in Q4 2019. 568 funds tracked by Wall St. Rank hold JNK as of Q4 2021.

  • Lenox Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 22 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2013 and held it in 30 quarters.
  • Lenox Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $29K in Q4 2019.
  • 568 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.