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Steph & Co’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Steph & Co’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
Q4 		– Sell
-136
Closed -$12.3K – 273
2023
Q3 		$12.3K Buy
+136
New +$12.5K 0.01% 236

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Steph & Co's JNK Position: Q4 2023 in Review

Steph & Co sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2023, closing a stake of 136 shares — an estimated $12.3K sold.

Steph & Co first reported a position in JNK in Q3 2023 and held it in 1 quarter. The position peaked at $12.3K in Q3 2023. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

  • Steph & Co reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Steph & Co sold 136 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2023, an estimated $12.3K.
  • Steph & Co first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2023 and held it in 1 quarter.
  • Steph & Co's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $12.3K in Q3 2023.
  • 531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.