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

Peninsula Wealth’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	-5,372	Closed	-$560K	–	37
2020 Q3	$560K	Sell	5,372 -1,733	-24%	-$181K	0.24%	27
2020 Q2	$719K	Buy	7,105 +104	+1%	+$10.4K	0.34%	22
2020 Q1	$663K	Buy	7,001 +62	+0.9%	+$6.51K	0.37%	21
2019 Q4	$760K	Buy	6,939 +121	+2%	+$13.1K	0.35%	14
2019 Q3	$741K	Sell	6,818 -2,459	-27%	-$267K	0.37%	14
2019 Q2	$1.01M	Buy	9,277 +72	+0.8%	+$7.77K	0.52%	13
2019 Q1	$994K	Sell	9,205 -409	-4%	-$43.3K	0.55%	13
2018 Q4	$969K	Buy	9,614 +138	+1%	+$14.4K	0.6%	14
2018 Q3	$1.02M	Buy	9,476 +95	+1%	+$10.2K	0.55%	14
2018 Q2	$1M	Buy	9,381 +92	+1%	+$9.88K	0.59%	12
2018 Q1	$999K	Buy	+9,289	New	+$1.01M	0.6%	12

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

Peninsula Wealth's JNK Position: Q4 2020 in Review

Peninsula Wealth sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2020, closing a stake of 5,372 shares — an estimated $560K sold.

Peninsula Wealth first reported a position in JNK in Q1 2018 and held it in 11 quarters. The position peaked at $1.02M in Q3 2018. 518 funds tracked by Wall St. Rank hold JNK as of Q4 2020.

Peninsula Wealth reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2020 after selling out during the quarter.
Peninsula Wealth sold 5,372 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2020, an estimated $560K.
Peninsula Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2018 and held it in 11 quarters.
Peninsula Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.02M in Q3 2018.
518 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2020.

Based on Peninsula Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.