Sunesis Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Sunesis Advisors’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	-16,355	Closed	-$1.48M	–	73
2023 Q3	$1.48M	Buy	+16,355	New	+$1.5M	1.05%	13
2023 Q1	$1.52M	Sell	16,355 -218	-1%	-$20K	1.09%	12
2022 Q4	$1.49M	Hold	16,573	–	–	0.95%	19
2022 Q3	$1.46M	Hold	16,573	–	–	1%	18
2022 Q2	$1.5M	Hold	16,573	–	–	0.98%	20
2022 Q1	$1.7M	Sell	16,573 -1,350	-8%	-$141K	0.98%	22
2021 Q4	$1.95M	Buy	+17,923	New	+$1.94M	1.43%	13
2019 Q2	–	Sell	-21,647	Closed	-$2.34M	–	29
2019 Q1	$2.34M	Hold	21,647	–	–	2.35%	8
2018 Q4	$2.18M	Sell	21,647 -276	-1%	-$28.8K	2.38%	10
2018 Q3	$2.37M	Sell	21,923 -10	-0%	-$1.07K	2.39%	10
2018 Q2	$2.34M	Buy	+21,933	New	+$2.36M	2.87%	10

Other funds holding JNK

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

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 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

OPAM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Sunesis Advisors's JNK Position: Q4 2023 in Review

Sunesis Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2023, closing a stake of 16,355 shares — an estimated $1.48M sold.

Sunesis Advisors first reported a position in JNK in Q2 2018 and held it in 11 quarters. The position peaked at $2.37M in Q3 2018. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

Sunesis Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Sunesis Advisors sold 16,355 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2023, an estimated $1.48M.
Sunesis Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2018 and held it in 11 quarters.
Sunesis Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.37M in Q3 2018.
531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on Sunesis Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.