Peloton Wealth Strategists’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Peloton Wealth Strategists’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
2020 Q4	–	Sell	-14,824	Closed	-$1.55M	–	82
2020 Q3	$1.55M	Sell	14,824 -504	-3%	-$52.7K	0.87%	46
2020 Q2	$1.55M	Sell	15,328 -1,965	-11%	-$196K	0.98%	42
2020 Q1	$1.64M	Buy	17,293 +4,659	+37%	+$489K	1.33%	34
2019 Q4	$1.38M	Buy	+12,634	New	+$1.37M	0.84%	48

Other funds holding JNK

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

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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Peloton Wealth Strategists's JNK Position: Q4 2020 in Review

Peloton Wealth Strategists sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2020, closing a stake of 14,824 shares — an estimated $1.55M sold.

Peloton Wealth Strategists first reported a position in JNK in Q4 2019 and held it in 4 quarters. The position peaked at $1.64M in Q1 2020. 518 funds tracked by Wall St. Rank hold JNK as of Q4 2020.

Peloton Wealth Strategists reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2020 after selling out during the quarter.
Peloton Wealth Strategists sold 14,824 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2020, an estimated $1.55M.
Peloton Wealth Strategists first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and held it in 4 quarters.
Peloton Wealth Strategists's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.64M in Q1 2020.
518 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2020.

Based on Peloton Wealth Strategists's 13F filing for Q4 2020, filed 17 Feb 2021.