Moneta Group Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Moneta Group Investment 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 Q1	–	Sell	-2,517	Closed	-$238K	–	619
2023 Q4	$238K	Buy	2,517 +276	+12%	+$25.2K	﹤0.01%	495
2023 Q3	$203K	Sell	2,241 -31	-1%	-$2.84K	﹤0.01%	489
2023 Q2	$209K	Sell	2,272 -742	-25%	-$67.9K	﹤0.01%	506
2023 Q1	$280K	Sell	3,014 -329	-10%	-$30.2K	0.01%	429
2022 Q4	$312K	Buy	3,343 +53	+2%	+$4.79K	0.01%	367
2022 Q3	$289K	Buy	3,290 +5	+0.2%	+$466	0.01%	356
2022 Q2	$298K	Sell	3,285 -110	-3%	-$10.6K	0.01%	388
2022 Q1	$348K	Buy	3,395 +3,205	+1,687%	+$334K	0.01%	336
2021 Q4	$434K	Sell	190 -4,080	-96%	-$442K	0.02%	317
2021 Q3	$467K	Sell	4,270 -1,314	-24%	-$144K	0.02%	287
2021 Q2	$614K	Buy	5,584 +556	+11%	+$60.6K	0.03%	253
2021 Q1	$547K	Buy	5,028 +2,559	+104%	+$278K	0.03%	248
2020 Q4	$269K	Buy	+2,469	New	+$263K	0.02%	266

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Moneta Group Investment Advisors's JNK Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2024, closing a stake of 2,517 shares — an estimated $238K sold.

Moneta Group Investment Advisors first reported a position in JNK in Q4 2020 and held it in 13 quarters. The position peaked at $614K in Q2 2021. 554 funds tracked by Wall St. Rank hold JNK as of Q1 2024.

Moneta Group Investment Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,517 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2024, an estimated $238K.
Moneta Group Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and held it in 13 quarters.
Moneta Group Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $614K in Q2 2021.
554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.