Sound Financial Strategies Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Sound Financial Strategies Group’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
2024 Q2	–	Sell	-176	Closed	-$16.8K	–	100
2024 Q1	$16.8K	Hold	176	–	–	0.01%	65
2023 Q4	$16.7K	Hold	176	–	–	0.01%	64
2023 Q3	$15.9K	Hold	176	–	–	0.01%	69
2023 Q2	$16.2K	Hold	176	–	–	0.01%	68
2023 Q1	$16.3K	Buy	+176	New	+$16.2K	0.01%	52
2022 Q4	–	Sell	-176	Closed	-$15K	–	65
2022 Q3	$15K	Buy	+176	New	+$16.4K	0.02%	23
2022 Q1	–	Sell	-463,948	Closed	-$50.4M	–	90
2021 Q4	$50.4M	Buy	+463,948	New	+$50.3M	25.19%	2

Other funds holding JNK

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Sound Financial Strategies Group's JNK Position: Q2 2024 in Review

Sound Financial Strategies Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2024, closing a stake of 176 shares — an estimated $16.8K sold.

Sound Financial Strategies Group first reported a position in JNK in Q4 2021 and held it in 7 quarters. The position peaked at $50.4M in Q4 2021. 539 funds tracked by Wall St. Rank hold JNK as of Q2 2024.

Sound Financial Strategies Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Sound Financial Strategies Group sold 176 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2024, an estimated $16.8K.
Sound Financial Strategies Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and held it in 7 quarters.
Sound Financial Strategies Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $50.4M in Q4 2021.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2024.

Based on Sound Financial Strategies Group's 13F filing for Q2 2024, filed 12 Aug 2024.