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TWP
Tempus Wealth Planning’s
State Street SPDR Bloomberg High Yield Bond ETF
JNK
Stock Holding History
Tempus Wealth Planning’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
Q1
–
Sell
-30,505
Closed
-$2.89M
–
204
2023
Q4
$2.89M
Buy
30,505
+27,852
+1,050%
+$2.54M
1.27%
15
2023
Q3
$240K
Sell
2,653
-32,174
-92%
-$2.95M
0.12%
146
2023
Q2
$3.21M
Buy
34,827
+32,442
+1,360%
+$2.97M
1.45%
12
2023
Q1
$221K
Sell
2,385
-567
-19%
-$52.1K
0.11%
160
2022
Q4
$266K
Sell
2,952
-948
-24%
-$85.6K
0.16%
143
2022
Q3
$343K
Buy
3,900
+59
+2%
+$5.5K
0.23%
119
2022
Q2
$348K
Sell
3,841
-78
-2%
-$7.52K
0.29%
92
2022
Q1
$402K
Sell
3,919
-28,279
-88%
-$2.95M
0.29%
91
2021
Q4
$3.5M
Buy
32,198
+670
+2%
+$72.6K
1.89%
8
2021
Q3
$3.45M
Buy
31,528
+2,152
+7%
+$236K
1.95%
8
2021
Q2
$3.23M
Sell
29,376
-7,908
-21%
-$862K
2.14%
7
2021
Q1
$4.06M
Buy
+37,284
New
+$4.05M
4.29%
3
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
$761B AUM
31.28%
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
$501B AUM
22.01%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
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
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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