AWA
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Arkadios Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Arkadios Wealth 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
2026
Q1 		$2.08M Buy
21,718
+7,781
+56% +$754K 0.03% 494
2025
Q4 		$1.35M Buy
13,937
+856
+7% +$83.1K 0.03% 581
2025
Q3 		$1.28M Buy
13,081
+813
+7% +$79K 0.03% 543
2025
Q2 		$1.19M Buy
12,268
+301
+3% +$28.6K 0.04% 502
2025
Q1 		$1.14M Buy
+11,967
New +$1.15M 0.04% 423
2022
Q4 		– Sell
-5,118
Closed -$450K – 575
2022
Q3 		$450K Buy
5,118
+276
+6% +$25.7K 0.07% 289
2022
Q2 		$439K Buy
4,842
+351
+8% +$33.9K 0.07% 308
2022
Q1 		$460K Sell
4,491
-10
-0.2% -$1.04K 0.06% 333
2021
Q4 		$489K Sell
4,501
-192
-4% -$20.8K 0.07% 330
2021
Q3 		$513K Sell
4,693
-9
-0.2% -$986 0.07% 282
2021
Q2 		$517K Buy
4,702
+666
+17% +$72.6K 0.06% 325
2021
Q1 		$439K Buy
4,036
+4,027
+44,744% +$437K 0.07% 271
2020
Q4 		$0 Buy
+9
New +$960 ﹤0.01% 1412

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