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

Alterna 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
2025 Q3	–	Sell	-3,600	Closed	-$350K	–	105
2025 Q2	$350K	Buy	+3,600	New	+$342K	0.28%	71
2025 Q1	–	Sell	-3,064	Closed	-$293K	–	116
2024 Q4	$293K	Buy	3,064 +378	+14%	+$36.5K	0.25%	74
2024 Q3	$263K	Sell	2,686 -373	-12%	-$35.8K	0.24%	78
2024 Q2	$288K	Sell	3,059 -722	-19%	-$67.9K	0.25%	82
2024 Q1	$360K	Buy	+3,781	New	+$358K	0.29%	62
2023 Q4	–	Sell	-25,254	Closed	-$2.28M	–	79
2023 Q3	$2.28M	Sell	25,254 -231	-0.9%	-$21.2K	2.92%	9
2023 Q2	$2.35M	Hold	25,485	–	–	2.72%	10
2023 Q1	$2.37M	Sell	25,485 -7,605	-23%	-$698K	2.96%	6
2022 Q4	$2.98M	Sell	33,090 -10,618	-24%	-$959K	3.34%	7
2022 Q3	$3.84M	Buy	43,708 +17,236	+65%	+$1.61M	4.56%	3
2022 Q2	$2.4M	Buy	26,472 +975	+4%	+$94K	2.44%	10
2022 Q1	$2.61M	Sell	25,497 -259	-1%	-$27K	2.2%	14
2021 Q4	$2.8M	Buy	+25,756	New	+$2.79M	2.32%	15
2020 Q4	$2.56M	Buy	+23,481	New	+$2.5M	3.23%	8
2020 Q3	–	Sell	-6,907	Closed	-$699K	–	103
2020 Q2	$699K	Buy	+6,907	New	+$688K	0.83%	28
2020 Q1	–	Sell	-4,530	Closed	-$496K	–	96
2019 Q4	$496K	Buy	+4,530	New	+$491K	0.55%	40
2019 Q2	–	Sell	-10,880	Closed	-$1.17M	–	101
2019 Q1	$1.17M	Buy	10,880 +6,508	+149%	+$689K	0.99%	39
2018 Q4	$441K	Buy	+4,372	New	+$457K	0.07%	196

Other funds holding JNK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

CCMG

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alterna Wealth Management's JNK Position: Q3 2025 in Review

Alterna Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2025, closing a stake of 3,600 shares — an estimated $350K sold.

Alterna Wealth Management first reported a position in JNK in Q4 2018 and held it in 18 quarters. The position peaked at $3.84M in Q3 2022. 539 funds tracked by Wall St. Rank hold JNK as of Q3 2025.

Alterna Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Alterna Wealth Management sold 3,600 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2025, an estimated $350K.
Alterna Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and held it in 18 quarters.
Alterna Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3.84M in Q3 2022.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2025.

Based on Alterna Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.