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 $3.37T AUM 44.26% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $617B AUM 30.33% 1-Year Est. Return

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

JSTA

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Tempus Wealth Planning's JNK Position: Q1 2024 in Review

Tempus Wealth Planning sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2024, closing a stake of 30,505 shares — an estimated $2.89M sold.

Tempus Wealth Planning first reported a position in JNK in Q1 2021 and held it in 12 quarters. The position peaked at $4.06M in Q1 2021. 554 funds tracked by Wall St. Rank hold JNK as of Q1 2024.

Tempus Wealth Planning reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Tempus Wealth Planning sold 30,505 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2024, an estimated $2.89M.
Tempus Wealth Planning first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2021 and held it in 12 quarters.
Tempus Wealth Planning's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $4.06M in Q1 2021.
554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.