TRUE Private Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

TRUE Private Wealth 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
2024 Q2	–	Sell	-7,551	Closed	-$719K	–	288
2024 Q1	$719K	Sell	7,551 -12,793	-63%	-$1.21M	0.08%	126
2023 Q4	$1.93M	Sell	20,344 -19,975	-50%	-$1.82M	0.24%	65
2023 Q3	$3.64M	Buy	+40,319	New	+$3.69M	0.51%	39
2021 Q1	–	Sell	-1	Closed	–	–	478
2020 Q4	$0	Hold	1	–	–	﹤0.01%	746
2020 Q3	$0	Hold	1	–	–	﹤0.01%	719
2020 Q2	$0	Hold	1	–	–	﹤0.01%	716
2020 Q1	$0	Hold	1	–	–	﹤0.01%	751
2019 Q4	$0	Buy	+1	New	+$108	﹤0.01%	808
2019 Q3	–	Sell	-1	Closed	–	–	491
2019 Q2	$0	Buy	+1	New	+$108	﹤0.01%	796
2018 Q4	–	Sell	-32	Closed	-$3.5K	–	604
2018 Q3	$3.5K	Buy	+32	New	+$3.44K	﹤0.01%	946

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 $871B AUM 31.28% 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 $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRUE Private Wealth Advisors's JNK Position: Q2 2024 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2024, closing a stake of 7,551 shares — an estimated $719K sold.

TRUE Private Wealth Advisors first reported a position in JNK in Q3 2018 and held it in 10 quarters. The position peaked at $3.64M in Q3 2023. 539 funds tracked by Wall St. Rank hold JNK as of Q2 2024.

TRUE Private Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 7,551 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2024, an estimated $719K.
TRUE Private Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2018 and held it in 10 quarters.
TRUE Private Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3.64M in Q3 2023.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.