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

WealthShield 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
2024 Q1	–	Sell	-576	Closed	-$54.6K	–	499
2023 Q4	$54.6K	Buy	+576	New	+$52.6K	0.01%	358
2021 Q2	–	Sell	-124	Closed	-$13K	–	960
2021 Q1	$13K	Buy	+124	New	+$13.5K	﹤0.01%	756
2020 Q4	–	Sell	-168	Closed	-$18K	–	353
2020 Q3	$18K	Sell	168 -6	-3%	-$627	0.01%	334
2020 Q2	$18K	Hold	174	–	–	0.01%	280
2020 Q1	$16K	Sell	174 -1,095	-86%	-$115K	0.01%	213
2019 Q4	$139K	Hold	1,269	–	–	0.07%	186
2019 Q3	$138K	Sell	1,269 -48,268	-97%	-$5.23M	0.07%	176
2019 Q2	$5.4M	Buy	49,537 +48,591	+5,136%	+$5.24M	3.13%	6
2019 Q1	$102K	Sell	946 -291	-24%	-$30.8K	0.06%	173
2018 Q4	$125K	Sell	1,237 -3,479	-74%	-$363K	0.09%	139
2018 Q3	$510K	Sell	4,716 -151	-3%	-$16.2K	0.29%	63
2018 Q2	$518K	Sell	4,867 -54,852	-92%	-$5.89M	0.32%	57
2018 Q1	$6.42M	Sell	59,719 -5,356	-8%	-$583K	4.07%	2
2017 Q4	$7.17M	Buy	+65,075	New	+$7.21M	4.37%	2

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

WealthShield Partners's JNK Position: Q1 2024 in Review

WealthShield Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2024, closing a stake of 576 shares — an estimated $54.6K sold.

WealthShield Partners first reported a position in JNK in Q4 2017 and held it in 14 quarters. The position peaked at $7.17M in Q4 2017. 554 funds tracked by Wall St. Rank hold JNK as of Q1 2024.

WealthShield Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
WealthShield Partners sold 576 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2024, an estimated $54.6K.
WealthShield Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and held it in 14 quarters.
WealthShield Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $7.17M in Q4 2017.
554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.