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Wetzel Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-284
Closed -$27K – 525
2024
Q2 		$27K Hold
284
– – 0.02% 306
2024
Q1 		$26.4K Sell
284
-12
-4% -$1.14K 0.02% 332
2023
Q4 		$28K Buy
+296
New +$27K 0.02% 320

Other funds holding JNK

State Street
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wetzel Investment Advisors's JNK Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2024, closing a stake of 284 shares — an estimated $27K sold.

Wetzel Investment Advisors first reported a position in JNK in Q4 2023 and held it in 3 quarters. The position peaked at $28K in Q4 2023. 552 funds tracked by Wall St. Rank hold JNK as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 284 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2024, an estimated $27K.
  • Wetzel Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $28K in Q4 2023.
  • 552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.