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

Ropes Wealth Advisors’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 Q1	–	Sell	-399	Closed	-$43K	–	521
2020 Q4	$43K	Buy	+399	New	+$42.5K	0.01%	401
2018 Q4	–	Sell	-253	Closed	-$27K	–	521
2018 Q3	$27K	Buy	+253	New	+$27.2K	0.01%	379

Other funds holding JNK

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FRBONY

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

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

Toews Corporation Northfield, New Jersey $259M AUM 5.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ropes Wealth Advisors's JNK Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2021, closing a stake of 399 shares — an estimated $43K sold.

Ropes Wealth Advisors first reported a position in JNK in Q3 2018 and held it in 2 quarters. The position peaked at $43K in Q4 2020. 518 funds tracked by Wall St. Rank hold JNK as of Q1 2021.

Ropes Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 399 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2021, an estimated $43K.
Ropes Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2018 and held it in 2 quarters.
Ropes Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $43K in Q4 2020.
518 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.