Diversify Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Diversify Wealth 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	$1.12M	Buy	11,594 +708	+7%	+$68.6K	0.02%	570
2025 Q4	$1.06M	Buy	10,886 +602	+6%	+$58.5K	0.05%	310
2025 Q3	$993K	Sell	10,284 -1,523	-13%	-$148K	0.06%	276
2025 Q2	$1.14M	Sell	11,807 -4,188	-26%	-$398K	0.07%	253
2025 Q1	$1.52M	Sell	15,995 -5,407	-25%	-$520K	0.11%	197
2024 Q4	$2.04M	Sell	21,402 -6,516	-23%	-$629K	0.16%	153
2024 Q3	$2.69M	Sell	27,918 -5,523	-17%	-$530K	0.26%	98
2024 Q2	$3.15M	Buy	+33,441	New	+$3.14M	0.39%	62

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