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

Martel 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
2020 Q3	–	Sell	-41,070	Closed	-$4.15M	–	41
2020 Q2	$4.15M	Buy	41,070 +576	+1%	+$57.4K	1.44%	11
2020 Q1	$3.84M	Sell	40,494 -372	-0.9%	-$39K	1.5%	10
2019 Q4	$4.48M	Buy	40,866 +1,515	+4%	+$164K	1.54%	10
2019 Q3	$4.28M	Buy	39,351 +11,686	+42%	+$1.27M	1.54%	10
2019 Q2	$3.01M	Buy	27,665 +381	+1%	+$41.1K	1.1%	15
2019 Q1	$2.94M	Buy	27,284 +12,138	+80%	+$1.28M	1.11%	16
2018 Q4	$1.53M	Sell	15,146 -146	-1%	-$15.3K	0.63%	20
2018 Q3	$1.65M	Buy	+15,292	New	+$1.64M	0.63%	20

Other funds holding JNK

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Martel Wealth Advisors's JNK Position: Q3 2020 in Review

Martel Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2020, closing a stake of 41,070 shares — an estimated $4.15M sold.

Martel Wealth Advisors first reported a position in JNK in Q3 2018 and held it in 8 quarters. The position peaked at $4.48M in Q4 2019. 478 funds tracked by Wall St. Rank hold JNK as of Q3 2020.

Martel Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2020 after selling out during the quarter.
Martel Wealth Advisors sold 41,070 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2020, an estimated $4.15M.
Martel Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2018 and held it in 8 quarters.
Martel Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $4.48M in Q4 2019.
478 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2020.

Based on Martel Wealth Advisors's 13F filing for Q3 2020, filed 18 Oct 2024.