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 Q2	$1.57M	Buy	16,322 +9,926	+155%	+$956K	0.03%	433
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	–	903
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	0.06%	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 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

Axxcess Wealth Management's JNK Position: Q2 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 155% in Q2 2026, buying an estimated $956K and bringing the position to 16,322 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #433.

Axxcess Wealth Management first reported a position in JNK in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.11M in Q2 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Axxcess Wealth Management held 16,322 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.57M as of Q2 2026.
Axxcess Wealth Management bought 9,926 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $956K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #433 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and has held it in 13 quarters since.
Axxcess Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $4.11M in Q2 2025.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

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