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 Q2	$1.72M	Buy	+17,810	New	+$1.72M	0.49%	33
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 $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

AXS Investments's JNK Position: Q2 2026 in Review

AXS Investments opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026: 17,810 shares worth $1.72M. The stake represents 0.49% of the portfolio and ranks #33 among its holdings. This is a return to the name: AXS Investments previously reported a position in JNK as recently as Q4 2025.

AXS Investments first reported a position in JNK in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q2 2023. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

AXS Investments held 17,810 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.72M as of Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new AXS Investments position in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.49% of AXS Investments's portfolio in Q2 2026, its #33 holding.
AXS Investments first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2023 and has held it in 10 quarters since.
AXS Investments's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.98M in Q2 2023.
555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.