West Wealth Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

West Wealth Group’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 Q4	–	Sell	-12,680	Closed	-$1.15M	–	86
2023 Q3	$1.15M	Sell	12,680 -617	-5%	-$56.5K	0.5%	24
2023 Q2	$1.22M	Buy	13,297 +7,743	+139%	+$709K	0.52%	20
2023 Q1	$516K	Buy	5,554 +3,213	+137%	+$295K	0.24%	29
2022 Q4	$211K	Buy	+2,341	New	+$211K	0.1%	70

Other funds holding JNK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

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

West Wealth Group's JNK Position: Q4 2023 in Review

West Wealth Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2023, closing a stake of 12,680 shares — an estimated $1.15M sold.

West Wealth Group first reported a position in JNK in Q4 2022 and held it in 4 quarters. The position peaked at $1.22M in Q2 2023. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

West Wealth Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
West Wealth Group sold 12,680 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2023, an estimated $1.15M.
West Wealth Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 4 quarters.
West Wealth Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.22M in Q2 2023.
531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on West Wealth Group's 13F filing for Q4 2023, filed 18 Jan 2024.