Tyler-Stone Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-125	Closed	-$11.8K	–	639
2024 Q2	$11.8K	Hold	125	–	–	﹤0.01%	630
2024 Q1	$11.9K	Sell	125 -20	-14%	-$1.89K	0.01%	627
2023 Q4	$13.7K	Hold	145	–	–	0.01%	576
2023 Q3	$13K	Buy	145 +20	+16%	+$1.83K	0.01%	552
2023 Q2	$12K	Buy	+125	New	+$11.4K	0.01%	569
2022 Q4	$11K	Hold	125	–	–	0.01%	541
2022 Q3	$11K	Hold	125	–	–	0.01%	521
2022 Q2	$11K	Hold	125	–	–	0.01%	536
2022 Q1	$13K	Hold	125	–	–	0.01%	528
2021 Q4	$14K	Buy	+125	New	+$13.5K	0.01%	541

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Tyler-Stone Wealth Management's JNK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2024, closing a stake of 125 shares — an estimated $11.8K sold.

Tyler-Stone Wealth Management first reported a position in JNK in Q4 2021 and held it in 10 quarters. The position peaked at $14K in Q4 2021. 552 funds tracked by Wall St. Rank hold JNK as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 125 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2024, an estimated $11.8K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $14K in Q4 2021.
552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.