Monument Capital Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Monument Capital Management’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
2023 Q1	–	Sell	-48,487	Closed	-$4.36M	–	161
2022 Q4	$4.36M	Sell	48,487 -41,539	-46%	-$3.75M	1.49%	12
2022 Q3	$7.91M	Buy	90,026 +86,910	+2,789%	+$8.1M	2.97%	7
2022 Q2	$283K	Buy	+3,116	New	+$301K	0.11%	124
2021 Q4	–	Sell	-20,447	Closed	-$2.24M	–	151
2021 Q3	$2.24M	Buy	20,447 +9,030	+79%	+$989K	0.76%	51
2021 Q2	$1.25M	Buy	+11,417	New	+$1.24M	0.43%	70

Other funds holding JNK

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Monument Capital Management's JNK Position: Q1 2023 in Review

Monument Capital Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2023, closing a stake of 48,487 shares — an estimated $4.36M sold.

Monument Capital Management first reported a position in JNK in Q2 2021 and held it in 5 quarters. The position peaked at $7.91M in Q3 2022. 508 funds tracked by Wall St. Rank hold JNK as of Q1 2023.

Monument Capital Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Monument Capital Management sold 48,487 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2023, an estimated $4.36M.
Monument Capital Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2021 and held it in 5 quarters.
Monument Capital Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $7.91M in Q3 2022.
508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2023.

Based on Monument Capital Management's 13F filing for Q1 2023, filed 21 Apr 2023.