Strategic Family Wealth Counselors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Strategic Family Wealth Counselors’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 Q2	–	Sell	-3,143	Closed	-$292K	–	112
2023 Q1	$292K	Hold	3,143	–	–	0.14%	74
2022 Q4	$283K	Buy	+3,143	New	+$284K	0.14%	78
2022 Q2	–	Sell	-2,514	Closed	-$258K	–	100
2022 Q1	$258K	Hold	2,514	–	–	0.1%	85
2021 Q4	$273K	Buy	+2,514	New	+$272K	0.09%	82
2020 Q1	–	Sell	-3,160	Closed	-$346K	–	80
2019 Q4	$346K	Buy	+3,160	New	+$343K	0.28%	46

Other funds holding JNK

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

CCMG

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

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

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

OPAM

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

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

JSTA

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Strategic Family Wealth Counselors's JNK Position: Q2 2023 in Review

Strategic Family Wealth Counselors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2023, closing a stake of 3,143 shares — an estimated $292K sold.

Strategic Family Wealth Counselors first reported a position in JNK in Q4 2019 and held it in 5 quarters. The position peaked at $346K in Q4 2019. 514 funds tracked by Wall St. Rank hold JNK as of Q2 2023.

Strategic Family Wealth Counselors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Strategic Family Wealth Counselors sold 3,143 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2023, an estimated $292K.
Strategic Family Wealth Counselors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and held it in 5 quarters.
Strategic Family Wealth Counselors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $346K in Q4 2019.
514 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2023.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2023, filed 10 Aug 2023.