SWP
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ShoreHaven Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

ShoreHaven Wealth Partners’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
2023
Q3 		– Sell
-20,356
Closed -$1.87M – 75
2023
Q2 		$1.87M Sell
20,356
-3,049
-13% -$279K 1.25% 22
2023
Q1 		$2.17M Sell
23,405
-806
-3% -$74K 1.52% 20
2022
Q4 		$2.18M Buy
+24,211
New +$2.19M 1.54% 16

Other funds holding JNK

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OPAM
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return