Mayflower Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Mayflower Financial 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
2024 Q2	–	Sell	-2,426	Closed	-$231K	–	360
2024 Q1	$231K	Sell	2,426 -4	-0.2%	-$378	0.04%	321
2023 Q4	$230K	Hold	2,430	–	–	0.03%	306
2023 Q3	$220K	Hold	2,430	–	–	0.03%	304
2023 Q2	$224K	Sell	2,430 -4	-0.2%	-$366	0.03%	321
2023 Q1	$226K	Hold	2,434	–	–	0.03%	309
2022 Q4	$219K	Buy	+2,434	New	+$220K	0.03%	311
2022 Q1	–	Sell	-1,854	Closed	-$201K	–	371
2021 Q4	$201K	Sell	1,854 -109	-6%	-$11.8K	0.03%	318
2021 Q3	$214K	Hold	1,963	–	–	0.03%	311
2021 Q2	$216K	Hold	1,963	–	–	0.03%	291
2021 Q1	$214K	Hold	1,963	–	–	0.03%	273
2020 Q4	$214K	Buy	+1,963	New	+$209K	0.04%	252

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

Mayflower Financial Advisors's JNK Position: Q2 2024 in Review

Mayflower Financial Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2024, closing a stake of 2,426 shares — an estimated $231K sold.

Mayflower Financial Advisors first reported a position in JNK in Q4 2020 and held it in 11 quarters. The position peaked at $231K in Q1 2024. 539 funds tracked by Wall St. Rank hold JNK as of Q2 2024.

Mayflower Financial Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Mayflower Financial Advisors sold 2,426 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2024, an estimated $231K.
Mayflower Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and held it in 11 quarters.
Mayflower Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $231K in Q1 2024.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2024.

Based on Mayflower Financial Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.