AWM
JNK icon

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

Accurate 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
2026
Q1 		$234K Sell
2,428
-140
-5% -$13.6K 0.03% 478
2025
Q4 		$251K Sell
2,568
-142
-5% -$13.8K 0.03% 442
2025
Q3 		$263K Buy
2,710
+597
+28% +$58K 0.04% 418
2025
Q2 		$204K Buy
+2,113
New +$201K 0.03% 431
2025
Q1 		– Sell
-3,894
Closed -$371K – 390
2024
Q4 		$371K Hold
3,894
– – 0.07% 249
2024
Q3 		$377K Sell
3,894
-116
-3% -$11.1K 0.08% 245
2024
Q2 		$382K Sell
4,010
-601
-13% -$56.5K 0.09% 201
2024
Q1 		$429K Sell
4,611
-1,517
-25% -$143K 0.13% 165
2023
Q4 		$582K Sell
6,128
-1,958
-24% -$179K 0.18% 118
2023
Q3 		$717K Sell
8,086
-511
-6% -$46.8K 0.23% 99
2023
Q2 		$792K Sell
8,597
-719
-8% -$65.8K 0.25% 90
2023
Q1 		$854K Sell
9,316
-2,748
-23% -$252K 0.29% 80
2022
Q4 		$1.12M Buy
+12,064
New +$1.09M 0.41% 55

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return