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

Liberty 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
2021 Q4	–	Sell	-79	Closed	-$9K	–	663
2021 Q3	$9K	Buy	79 +35	+80%	+$3.83K	﹤0.01%	840
2021 Q2	$5K	Hold	44	–	–	﹤0.01%	788
2021 Q1	$4K	Hold	44	–	–	﹤0.01%	733
2020 Q4	$4K	Hold	44	–	–	﹤0.01%	729
2020 Q3	$5K	Sell	44 -78	-64%	-$8.15K	﹤0.01%	623
2020 Q2	$1K	Buy	122 +61	+100%	+$6.08K	﹤0.01%	795
2020 Q1	$12K	Sell	61 -33	-35%	-$3.46K	0.01%	435
2019 Q4	$10K	Sell	94 -53	-36%	-$5.75K	0.01%	539
2019 Q3	$16K	Buy	147 +138	+1,533%	+$15K	0.02%	430
2019 Q2	$1K	Sell	9 -90	-91%	-$9.71K	﹤0.01%	830
2019 Q1	$10K	Buy	99 +90	+1,000%	+$9.53K	0.01%	444
2018 Q4	$0	Buy	+9	New	+$940	﹤0.01%	775

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

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

Toews Corporation Northfield, New Jersey $259M AUM 5.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's JNK Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2021, closing a stake of 79 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in JNK in Q4 2018 and held it in 12 quarters. The position peaked at $16K in Q3 2019. 568 funds tracked by Wall St. Rank hold JNK as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 79 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2021, an estimated $9K.
Liberty Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $16K in Q3 2019.
568 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.