Lumature Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$29.1K	Hold	316	–	–	0.02%	251
2023 Q1	$29.3K	Sell	316 -172	-35%	-$15.8K	0.02%	249
2022 Q4	$43.9K	Hold	488	–	–	0.02%	226
2022 Q3	$43K	Sell	488 -14	-3%	-$1.3K	0.02%	235
2022 Q2	$46K	Buy	502 +14	+3%	+$1.35K	0.02%	236
2022 Q1	$50K	Hold	488	–	–	0.02%	257
2021 Q4	$53K	Sell	488 -160	-25%	-$17.3K	0.02%	225
2021 Q3	$71K	Hold	648	–	–	0.03%	207
2021 Q2	$71K	Buy	648 +52	+9%	+$5.67K	0.03%	208
2021 Q1	$65K	Buy	+596	New	+$64.7K	0.03%	203

Other funds holding JNK

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Lumature Wealth Partners's JNK Position: Q2 2023 in Review

Lumature Wealth Partners held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2023 at 316 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #251.

Lumature Wealth Partners first reported a position in JNK in Q1 2021 and has held it in 10 quarters since. The position peaked at $71K in Q3 2021. 514 funds tracked by Wall St. Rank hold JNK as of Q2 2023.

Lumature Wealth Partners held 316 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $29.1K as of Q2 2023.
Lumature Wealth Partners left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2023.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #251 holding.
Lumature Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $71K in Q3 2021.
514 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.