Azimuth Capital Investment Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Azimuth Capital Investment 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	$210K	Buy	2,196 +20	+0.9%	+$1.94K	0.01%	292
2025 Q4	$212K	Hold	2,176	–	–	0.01%	300
2025 Q3	$213K	Buy	2,176 +48	+2%	+$4.66K	0.01%	289
2025 Q2	$207K	Buy	+2,128	New	+$202K	0.01%	294
2024 Q3	–	Sell	-2,218	Closed	-$209K	–	305
2024 Q2	$209K	Sell	2,218 -23	-1%	-$2.16K	0.01%	298
2024 Q1	$213K	Sell	2,241 -208	-8%	-$19.7K	0.01%	296
2023 Q4	$232K	Buy	2,449 +143	+6%	+$13.1K	0.01%	286
2023 Q3	$208K	Buy	2,306 +73	+3%	+$6.69K	0.01%	286
2023 Q2	$206K	Buy	2,233 +35	+2%	+$3.2K	0.01%	299
2023 Q1	$204K	Buy	+2,198	New	+$202K	0.01%	300

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