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

RMR Wealth Builders’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
2021 Q4	–	Sell	-1,903	Closed	-$208K	–	162
2021 Q3	$208K	Buy	+1,903	New	+$208K	0.06%	180
2021 Q2	–	Sell	-2,694	Closed	-$293K	–	439
2021 Q1	$293K	Buy	2,694 +1,636	+155%	+$178K	0.08%	136
2020 Q4	$115K	Sell	1,058 -1,608	-60%	-$171K	0.06%	196
2020 Q3	$278K	Buy	2,666 +2,256	+550%	+$236K	0.07%	162
2020 Q2	$42K	Buy	+410	New	+$40.8K	0.04%	244
2019 Q4	$36K	Buy	+333	New	+$36.1K	0.03%	259

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RMR Wealth Builders's JNK Position: Q4 2021 in Review

RMR Wealth Builders sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2021, closing a stake of 1,903 shares — an estimated $208K sold.

RMR Wealth Builders first reported a position in JNK in Q4 2019 and held it in 6 quarters. The position peaked at $293K in Q1 2021. 566 funds tracked by Wall St. Rank hold JNK as of Q4 2021.

RMR Wealth Builders reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
RMR Wealth Builders sold 1,903 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2021, an estimated $208K.
RMR Wealth Builders first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and held it in 6 quarters.
RMR Wealth Builders's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $293K in Q1 2021.
566 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2021.

Based on RMR Wealth Builders's 13F filing for Q4 2021, filed 2 Feb 2022.