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

Axxcess 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
2026
Q1 		$612K Buy
6,396
+4,078
+176% +$395K 0.02% 280
2025
Q4 		$225K Sell
2,318
-17,440
-88% -$1.69M ﹤0.01% 959
2025
Q3 		$1.94M Sell
19,758
-22,469
-53% -$2.18M 0.04% 319
2025
Q2 		$4.11M Buy
+42,227
New +$4.01M 0.1% 169
2025
Q1 		– Sell
-28,934
Closed -$2.76M – 904
2024
Q4 		$2.76M Buy
28,934
+17,794
+160% +$1.72M 0.07% 212
2024
Q3 		$1.09M Sell
11,140
-14,772
-57% -$1.42M 0.03% 376
2024
Q2 		$2.44M Sell
25,912
-106
-0.4% -$9.97K 0.07% 221
2024
Q1 		$2.48M Buy
+26,018
New +$2.46M 0.07% 219
2023
Q4 		– Sell
-8,590
Closed -$777K – 895
2023
Q3 		$777K Sell
8,590
-10
-0.1% -$916 0.03% 362
2023
Q2 		$791K Sell
8,600
-195
-2% -$17.9K 0.06% 262
2023
Q1 		$816K Buy
+8,795
New +$808K 0.06% 267
2022
Q1 		– Sell
-4,009
Closed -$435K – 677
2021
Q4 		$435K Buy
+4,009
New +$434K 0.03% 387

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