ORG Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

ORG Partners’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 Q3	–	Sell	-48	Closed	-$4.5K	–	1276
2024 Q2	$4.5K	Buy	+48	New	+$4.51K	﹤0.01%	1408
2024 Q1	–	Sell	-382	Closed	-$36.2K	–	820
2023 Q4	$36.2K	Buy	382 +48	+14%	+$4.38K	0.01%	590
2023 Q3	$30.2K	Sell	334 -59	-15%	-$5.4K	0.01%	614
2023 Q2	$35.7K	Buy	+393	New	+$36K	0.01%	740

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ORG Partners's JNK Position: Q3 2024 in Review

ORG Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2024, closing a stake of 48 shares — an estimated $4.5K sold.

ORG Partners first reported a position in JNK in Q2 2023 and held it in 4 quarters. The position peaked at $36.2K in Q4 2023. 552 funds tracked by Wall St. Rank hold JNK as of Q3 2024.

ORG Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 48 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2024, an estimated $4.5K.
ORG Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2023 and held it in 4 quarters.
ORG Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $36.2K in Q4 2023.
552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.