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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

ShoreHaven Wealth Partners's JNK Position: Q3 2023 in Review

ShoreHaven Wealth Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2023, closing a stake of 20,356 shares — an estimated $1.87M sold.

ShoreHaven Wealth Partners first reported a position in JNK in Q4 2022 and held it in 3 quarters. The position peaked at $2.18M in Q4 2022. 507 funds tracked by Wall St. Rank hold JNK as of Q3 2023.

ShoreHaven Wealth Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 20,356 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2023, an estimated $1.87M.
ShoreHaven Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 3 quarters.
ShoreHaven Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.18M in Q4 2022.
507 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.