AXS Investments’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

AXS Investments’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	–	Sell	-16,183	Closed	-$1.57M	–	196
2025 Q4	$1.57M	Buy	16,183 +69	+0.4%	+$6.7K	0.54%	41
2025 Q3	$1.58M	Sell	16,114 -2,774	-15%	-$269K	0.5%	50
2025 Q2	$1.84M	Buy	+18,888	New	+$1.79M	0.75%	42
2024 Q4	–	Sell	-16,487	Closed	-$1.61M	–	233
2024 Q3	$1.61M	Sell	16,487 -4,465	-21%	-$428K	0.43%	91
2024 Q2	$1.98M	Buy	20,952 +6,952	+50%	+$654K	0.55%	49
2024 Q1	$1.33M	Buy	14,000 +4,000	+40%	+$378K	0.32%	111
2023 Q4	$947K	Buy	10,000 +2,500	+33%	+$228K	0.23%	162
2023 Q3	$678K	Sell	7,500 -14,000	-65%	-$1.28M	0.18%	185
2023 Q2	$1.98M	Buy	+21,500	New	+$1.97M	0.53%	43

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