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

Adams 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	$478K	Buy	4,993 +335	+7%	+$32.5K	0.1%	96
2025 Q4	$453K	Sell	4,658 -135	-3%	-$13.1K	0.1%	99
2025 Q3	$470K	Sell	4,793 -512	-10%	-$49.7K	0.1%	97
2025 Q2	$516K	Sell	5,305 -37	-0.7%	-$3.51K	0.1%	95
2025 Q1	$509K	Sell	5,342 -212	-4%	-$20.4K	0.1%	94
2024 Q4	$530K	Sell	5,554 -422	-7%	-$40.7K	0.1%	90
2024 Q3	$584K	Sell	5,976 -393	-6%	-$37.7K	0.13%	82
2024 Q2	$600K	Buy	6,369 +692	+12%	+$65.1K	0.14%	72
2024 Q1	$540K	Sell	5,677 -23	-0.4%	-$2.18K	0.13%	79
2023 Q4	$540K	Buy	+5,700	New	+$520K	0.16%	76
2022 Q4	–	Sell	-14,455	Closed	-$1.27M	–	97
2022 Q3	$1.27M	Buy	+14,455	New	+$1.35M	0.48%	23

Other funds holding JNK

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return