Moisand Fitzgerald Tamayo’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Moisand Fitzgerald Tamayo’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 Q1	–	Sell	-11	Closed	-$1.01K	–	628
2023 Q4	$1.01K	Buy	11 +1	+10%	+$91	﹤0.01%	589
2023 Q3	$940	Buy	+10	New	+$916	﹤0.01%	673
2023 Q1	–	Sell	-112	Closed	-$10.1K	–	800
2022 Q4	$10.1K	Buy	+112	New	+$10.1K	﹤0.01%	316

Other funds holding JNK

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Moisand Fitzgerald Tamayo's JNK Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2024, closing a stake of 11 shares — an estimated $1.01K sold.

Moisand Fitzgerald Tamayo first reported a position in JNK in Q4 2022 and held it in 3 quarters. The position peaked at $10.1K in Q4 2022. 554 funds tracked by Wall St. Rank hold JNK as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 11 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2024, an estimated $1.01K.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $10.1K in Q4 2022.
554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.