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

Dynasty 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
2025 Q4	–	Sell	-66,798	Closed	-$6.55M	–	340
2025 Q3	$6.55M	Buy	66,798 +4,904	+8%	+$476K	0.09%	63
2025 Q2	$6.02M	Sell	61,894 -2,820	-4%	-$268K	0.1%	52
2025 Q1	$6.17M	Buy	64,714 +536	+0.8%	+$51.6K	0.1%	52
2024 Q4	$6.13M	Buy	+64,178	New	+$6.19M	0.11%	57
2024 Q3	–	Sell	-65,913	Closed	-$6.21M	–	249
2024 Q2	$6.21M	Sell	65,913 -422,732	-87%	-$39.7M	0.18%	46
2024 Q1	$46.5M	Buy	+488,645	New	+$46.2M	1.48%	18

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

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

OPAM

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Dynasty Wealth Management's JNK Position: Q4 2025 in Review

Dynasty Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2025, closing a stake of 66,798 shares — an estimated $6.55M sold.

Dynasty Wealth Management first reported a position in JNK in Q1 2024 and held it in 6 quarters. The position peaked at $46.5M in Q1 2024. 563 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

Dynasty Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Dynasty Wealth Management sold 66,798 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $6.55M.
Dynasty Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2024 and held it in 6 quarters.
Dynasty Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $46.5M in Q1 2024.
563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.

Based on Dynasty Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.