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

Boreal Capital 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	–	Hold	0	–	–	–	103
2026 Q1	–	Hold	0	–	–	–	103
2025 Q4	–	Hold	0	–	–	–	115
2025 Q3	–	Hold	0	–	–	–	115
2025 Q2	–	Hold	0	–	–	–	117

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American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management

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

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