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TFO Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

TFO Wealth Partners’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
2022
Q3 		– Sell
-32
Closed -$3K – 315
2022
Q2 		$3K Buy
+32
New +$3.09K ﹤0.01% 273
2022
Q1 		– Sell
-1,000
Closed -$108K – 139
2021
Q4 		$108K Buy
+1,000
New +$108K 0.02% 46

Other funds holding JNK

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TFO Wealth Partners's JNK Position: Q3 2022 in Review

TFO Wealth Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2022, closing a stake of 32 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in JNK in Q4 2021 and held it in 2 quarters. The position peaked at $108K in Q4 2021. 466 funds tracked by Wall St. Rank hold JNK as of Q3 2022.

  • TFO Wealth Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 32 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2022, an estimated $3K.
  • TFO Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and held it in 2 quarters.
  • TFO Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $108K in Q4 2021.
  • 466 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.