Wealthcare Advisory Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Wealthcare Advisory 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
2023 Q1	–	Sell	-2,744	Closed	-$247K	–	717
2022 Q4	$247K	Buy	+2,744	New	+$248K	0.01%	587
2021 Q2	–	Sell	-523	Closed	-$57K	–	1229
2021 Q1	$57K	Sell	523 -1,737	-77%	-$189K	﹤0.01%	837
2020 Q4	$246K	Buy	2,260 +325	+17%	+$34.6K	0.02%	361
2020 Q3	$202K	Buy	+1,935	New	+$202K	0.02%	336
2020 Q2	–	Sell	-1,648	Closed	-$156K	–	881
2020 Q1	$156K	Buy	1,648 +295	+22%	+$31K	0.02%	304
2019 Q4	$148K	Buy	1,353 +987	+270%	+$107K	0.02%	335
2019 Q3	$40K	Buy	366 +160	+78%	+$17.3K	0.01%	584
2019 Q2	$22K	Sell	206 -2	-1%	-$216	﹤0.01%	698
2019 Q1	$22K	Sell	208 -233	-53%	-$24.7K	﹤0.01%	636
2018 Q4	$44K	Sell	441 -167	-27%	-$17.4K	0.01%	455
2018 Q3	$66K	Sell	608 -32	-5%	-$3.44K	0.01%	412
2018 Q2	$68K	Buy	640 +46	+8%	+$4.94K	0.01%	401
2018 Q1	$64K	Buy	594 +156	+36%	+$17K	0.01%	354
2017 Q4	$48K	Buy	438 +316	+259%	+$35K	0.01%	377
2017 Q3	$14K	Buy	+122	New	+$13.6K	﹤0.01%	485

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealthcare Advisory Partners's JNK Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2023, closing a stake of 2,744 shares — an estimated $247K sold.

Wealthcare Advisory Partners first reported a position in JNK in Q3 2017 and held it in 15 quarters. The position peaked at $247K in Q4 2022. 508 funds tracked by Wall St. Rank hold JNK as of Q1 2023.

Wealthcare Advisory Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,744 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2023, an estimated $247K.
Wealthcare Advisory Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2017 and held it in 15 quarters.
Wealthcare Advisory Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $247K in Q4 2022.
508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.