Blue Trust Inc’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Blue Trust Inc’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
2025 Q3	–	Sell	-100	Closed	-$9.73K	–	2630
2025 Q2	$9.73K	Buy	+100	New	+$9.5K	﹤0.01%	1882
2024 Q4	–	Sell	-406	Closed	-$38.3K	–	2717
2024 Q3	$38.3K	Buy	406 +285	+236%	+$27.3K	﹤0.01%	1675
2024 Q2	$11.5K	Hold	121	–	–	﹤0.01%	1882
2024 Q1	$11.5K	Sell	121 -43	-26%	-$4.07K	﹤0.01%	1406
2023 Q4	$15K	Buy	164 +12	+8%	+$1.1K	﹤0.01%	1424
2023 Q3	$14K	Buy	152 +2	+1%	+$183	﹤0.01%	1293
2023 Q2	$14K	Buy	+150	New	+$13.7K	﹤0.01%	1191

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Trust Inc's JNK Position: Q3 2025 in Review

Blue Trust Inc sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2025, closing a stake of 100 shares — an estimated $9.73K sold.

Blue Trust Inc first reported a position in JNK in Q2 2023 and held it in 7 quarters. The position peaked at $38.3K in Q3 2024. 539 funds tracked by Wall St. Rank hold JNK as of Q3 2025.

Blue Trust Inc reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Blue Trust Inc sold 100 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2025, an estimated $9.73K.
Blue Trust Inc first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2023 and held it in 7 quarters.
Blue Trust Inc's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $38.3K in Q3 2024.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.