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Edge Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Edge Financial 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
2025
Q4 		$301K Sell
3,100
-268
-8% -$26K 0.13% 116
2025
Q3 		$330K Sell
3,368
-528
-14% -$51.3K 0.15% 104
2025
Q2 		$377K Sell
3,896
-1,030
-21% -$97.8K 0.2% 82
2025
Q1 		$469K Buy
+4,926
New +$474K 0.3% 58

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edge Financial Advisors's JNK Position: Q4 2025 in Review

Edge Financial Advisors reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 8% in Q4 2025, selling an estimated $26K and leaving 3,100 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #116.

Edge Financial Advisors first reported a position in JNK in Q1 2025 and has held it in 4 quarters since. The position peaked at $469K in Q1 2025. 563 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

  • Edge Financial Advisors held 3,100 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $301K as of Q4 2025.
  • Edge Financial Advisors sold 268 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $26K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.13% of Edge Financial Advisors's portfolio in Q4 2025, its #116 holding.
  • Edge Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Edge Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $469K in Q1 2025.
  • 563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.