Chesley Taft & Associates’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Chesley Taft & Associates’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 Q2	–	Sell	-2,285	Closed	-$218K	–	339
2025 Q1	$218K	Hold	2,285	–	–	0.01%	326
2024 Q4	$218K	Buy	+2,285	New	+$221K	0.01%	318
2022 Q2	–	Sell	-2,465	Closed	-$246K	–	293
2022 Q1	$246K	Hold	2,465	–	–	0.01%	280
2021 Q4	$268K	Hold	2,465	–	–	0.01%	276
2021 Q3	$270K	Hold	2,465	–	–	0.02%	282
2021 Q2	$271K	Buy	2,465 +25	+1%	+$2.73K	0.02%	278
2021 Q1	$265K	Hold	2,440	–	–	0.02%	273
2020 Q4	$266K	Buy	+2,440	New	+$260K	0.02%	267
2014 Q1	–	Sell	-20,821	Closed	-$2.53M	–	269
2013 Q4	$2.53M	Sell	20,821 -67	-0.3%	-$8.13K	0.25%	104
2013 Q3	$2.5M	Sell	20,888 -225	-1%	-$26.9K	0.27%	97
2013 Q2	$2.5M	Buy	+21,113	New	+$2.59M	0.29%	93

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chesley Taft & Associates's JNK Position: Q2 2025 in Review

Chesley Taft & Associates sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 2,285 shares — an estimated $218K sold.

Chesley Taft & Associates first reported a position in JNK in Q2 2013 and held it in 11 quarters. The position peaked at $2.53M in Q4 2013. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Chesley Taft & Associates reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Chesley Taft & Associates sold 2,285 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $218K.
Chesley Taft & Associates first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and held it in 11 quarters.
Chesley Taft & Associates's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.53M in Q4 2013.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Chesley Taft & Associates's 13F filing for Q2 2025, filed 9 Jul 2025.