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

Madison 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
2022 Q3	–	Sell	-4,022	Closed	-$365K	–	74
2022 Q2	$365K	Sell	4,022 -347	-8%	-$33.5K	0.23%	48
2022 Q1	$448K	Hold	4,369	–	–	0.25%	42
2021 Q4	$474K	Hold	4,369	–	–	0.24%	39
2021 Q3	$478K	Hold	4,369	–	–	0.27%	35
2021 Q2	$480K	Buy	4,369 +200	+5%	+$21.8K	0.27%	33
2021 Q1	$454K	Hold	4,169	–	–	0.32%	28
2020 Q4	$454K	Buy	+4,169	New	+$444K	0.3%	29

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

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

UCFA

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Madison Wealth Partners's JNK Position: Q3 2022 in Review

Madison Wealth Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2022, closing a stake of 4,022 shares — an estimated $365K sold.

Madison Wealth Partners first reported a position in JNK in Q4 2020 and held it in 7 quarters. The position peaked at $480K in Q2 2021. 466 funds tracked by Wall St. Rank hold JNK as of Q3 2022.

Madison Wealth Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Madison Wealth Partners sold 4,022 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2022, an estimated $365K.
Madison Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and held it in 7 quarters.
Madison Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $480K in Q2 2021.
466 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2022.

Based on Madison Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.