Axis Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Axis Wealth Partners’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 Q2	$236K	Sell	2,445 -368	-13%	-$35.4K	0.11%	164
2026 Q1	$269K	Buy	2,813 +23	+0.8%	+$2.23K	0.14%	147
2025 Q4	$271K	Buy	2,790 +47	+2%	+$4.57K	0.15%	142
2025 Q3	$269K	Buy	2,743 +37	+1%	+$3.59K	0.16%	135
2025 Q2	$263K	Sell	2,706 -139	-5%	-$13.2K	0.17%	125
2025 Q1	$271K	Buy	2,845 +23	+0.8%	+$2.21K	0.2%	122
2024 Q4	$269K	Buy	+2,822	New	+$272K	0.23%	113

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OPAM

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Axis Wealth Partners's JNK Position: Q2 2026 in Review

Axis Wealth Partners reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 13% in Q2 2026, selling an estimated $35.4K and leaving 2,445 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #164.

Axis Wealth Partners first reported a position in JNK in Q4 2024 and has held it in 7 quarters since. The position peaked at $271K in Q4 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Axis Wealth Partners held 2,445 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $236K as of Q2 2026.
Axis Wealth Partners sold 368 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $35.4K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.11% of Axis Wealth Partners's portfolio in Q2 2026, its #164 holding.
Axis Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $271K in Q4 2025.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.