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

TCWP’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
Q1 		– Sell
-5,495
Closed -$495K – 267
2022
Q4 		$495K Buy
+5,495
New +$496K 0.1% 143

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

TCWP's JNK Position: Q1 2023 in Review

TCWP sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2023, closing a stake of 5,495 shares — an estimated $495K sold.

TCWP first reported a position in JNK in Q4 2022 and held it in 1 quarter. The position peaked at $495K in Q4 2022. 507 funds tracked by Wall St. Rank hold JNK as of Q1 2023.

  • TCWP reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • TCWP sold 5,495 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2023, an estimated $495K.
  • TCWP first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 1 quarter.
  • TCWP's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $495K in Q4 2022.
  • 507 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.