Concurrent Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Concurrent Investment Advisors’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	$791K	Buy	8,263 +880	+12%	+$85.3K	0.01%	979
2025 Q4	$718K	Sell	7,383 -8,471	-53%	-$823K	0.01%	981
2025 Q3	$1.55M	Sell	15,854 -3,274	-17%	-$318K	0.03%	526
2025 Q2	$1.86M	Sell	19,128 -189	-1%	-$17.9K	0.04%	452
2025 Q1	$1.84M	Buy	19,317 +3,382	+21%	+$325K	0.04%	380
2024 Q4	$1.52M	Buy	15,935 +2,337	+17%	+$226K	0.04%	387
2024 Q3	$1.33M	Sell	13,598 -2,195	-14%	-$211K	0.04%	404
2024 Q2	$1.49M	Buy	15,793 +3,578	+29%	+$336K	0.05%	351
2024 Q1	$1.16M	Buy	12,215 +1,463	+14%	+$138K	0.05%	351
2023 Q4	$1.02M	Buy	+10,752	New	+$982K	0.05%	334

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