Retirement Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Retirement Group’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	$12.8K	Hold	134	–	–	﹤0.01%	424
2023 Q4	$12.7K	Hold	134	–	–	0.01%	408
2023 Q3	$12.1K	Hold	134	–	–	0.01%	389
2023 Q2	$12.3K	Hold	134	–	–	0.01%	385
2023 Q1	$12K	Hold	134	–	–	0.01%	372
2022 Q4	$12K	Buy	134 +93	+227%	+$8.4K	0.01%	336
2022 Q3	$4K	Sell	41 -157	-79%	-$14.6K	﹤0.01%	350
2022 Q2	$18K	Buy	198 +64	+48%	+$6.17K	0.01%	339
2022 Q1	$14K	Hold	134	–	–	0.01%	400
2021 Q4	$15K	Hold	134	–	–	0.01%	375
2021 Q3	$15K	Hold	134	–	–	0.01%	344
2021 Q2	$15K	Hold	134	–	–	0.01%	360
2021 Q1	$15K	Hold	134	–	–	0.01%	425
2020 Q4	$14K	Sell	134 -133	-50%	-$14.2K	0.01%	398
2020 Q3	$28K	Buy	267 +133	+99%	+$13.9K	0.02%	295
2020 Q2	$14K	Buy	+134	New	+$13.3K	0.01%	353
2019 Q4	$34K	Buy	+309	New	+$33.5K	0.02%	259

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

Retirement Group's JNK Position: Q1 2024 in Review

Retirement Group held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q1 2024 at 134 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Retirement Group first reported a position in JNK in Q4 2019 and has held it in 17 quarters since. The position peaked at $34K in Q4 2019. 554 funds tracked by Wall St. Rank hold JNK as of Q1 2024.

Retirement Group held 134 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $12.8K as of Q1 2024.
Retirement Group left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q1 2024.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #424 holding.
Retirement Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $34K in Q4 2019.
554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.