Mark Sheptoff Financial Planning’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Mark Sheptoff Financial Planning’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
2024 Q4	–	Sell	-225	Closed	-$22K	–	440
2024 Q3	$22K	Hold	225	–	–	0.01%	242
2024 Q2	$21.2K	Buy	+225	New	+$21.2K	0.01%	251
2015 Q4	–	Sell	-175	Closed	-$19K	–	404
2015 Q3	$19K	Buy	+175	New	+$19.6K	0.02%	211

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

Mark Sheptoff Financial Planning's JNK Position: Q4 2024 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2024, closing a stake of 225 shares — an estimated $22K sold.

Mark Sheptoff Financial Planning first reported a position in JNK in Q3 2015 and held it in 3 quarters. The position peaked at $22K in Q3 2024. 575 funds tracked by Wall St. Rank hold JNK as of Q4 2024.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 225 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2024, an estimated $22K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2015 and held it in 3 quarters.
Mark Sheptoff Financial Planning's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $22K in Q3 2024.
575 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2024, filed 12 Feb 2025.