Matthew Hamilton Rosenberg’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Matthew Hamilton Rosenberg’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 Q4	–	Sell	-18	Closed	-$2K	–	936
2022 Q3	$2K	Sell	18 -51	-74%	-$4.75K	﹤0.01%	771
2022 Q2	$6K	Buy	69 +35	+103%	+$3.38K	﹤0.01%	684
2022 Q1	$3K	Hold	34	–	–	﹤0.01%	700
2021 Q4	$4K	Hold	34	–	–	﹤0.01%	664
2021 Q3	$4K	Hold	34	–	–	﹤0.01%	641
2021 Q2	$4K	Sell	34 -50	-60%	-$5.45K	﹤0.01%	559
2021 Q1	$9K	Hold	84	–	–	0.01%	502
2020 Q4	$9K	Sell	84 -8	-9%	-$853	0.01%	483
2020 Q3	$10K	Hold	92	–	–	0.01%	456
2020 Q2	$9K	Buy	+92	New	+$9.16K	0.01%	488

Other funds holding JNK

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

OPAM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Matthew Hamilton Rosenberg's JNK Position: Q4 2022 in Review

Matthew Hamilton Rosenberg sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2022, closing a stake of 18 shares — an estimated $2K sold.

Matthew Hamilton Rosenberg first reported a position in JNK in Q2 2020 and held it in 10 quarters. The position peaked at $10K in Q3 2020. 536 funds tracked by Wall St. Rank hold JNK as of Q4 2022.

Matthew Hamilton Rosenberg reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 18 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2022, an estimated $2K.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2020 and held it in 10 quarters.
Matthew Hamilton Rosenberg's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $10K in Q3 2020.
536 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2022.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2022, filed 19 Jan 2023.