Smith & Howard Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-57
Closed -$7K 134
2013
Q4
$7K Hold
57
﹤0.01% 214
2013
Q3
$7K Buy
+57
New +$6.81K ﹤0.01% 212

Other funds holding JNK

Smith & Howard Wealth Management's JNK Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2014, closing a stake of 57 shares — an estimated $7K sold.

Smith & Howard Wealth Management first reported a position in JNK in Q3 2013 and held it in 2 quarters. The position peaked at $7K in Q4 2013. 345 funds tracked by Wall St. Rank hold JNK as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 57 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2014, an estimated $7K.
  • Smith & Howard Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $7K in Q4 2013.
  • 345 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.