Estate Counselors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Estate Counselors’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	-94,846	Closed	-$9.04M	–	106
2025 Q1	$9.04M	Buy	94,846 +10,555	+13%	+$1.02M	0.94%	15
2024 Q4	$8.05M	Buy	84,291 +1,156	+1%	+$112K	0.86%	17
2024 Q3	$8.13M	Sell	83,135 -95	-0.1%	-$9.12K	0.84%	19
2024 Q2	$7.85M	Buy	83,230 +52,900	+174%	+$4.97M	0.86%	15
2024 Q1	$2.89M	Sell	30,330 -2,540	-8%	-$240K	0.33%	29
2023 Q4	$3.11M	Buy	32,870 +755	+2%	+$68.9K	0.38%	45
2023 Q3	$2.9M	Buy	32,115 +17,005	+113%	+$1.56M	0.39%	43
2023 Q2	$1.39M	Buy	15,110 +8,740	+137%	+$800K	0.18%	78
2023 Q1	$591K	Buy	6,370 +245	+4%	+$22.5K	0.08%	110
2022 Q4	$551K	Buy	6,125 +5,850	+2,127%	+$529K	0.08%	123
2022 Q3	$24K	Buy	275 +35	+15%	+$3.26K	﹤0.01%	156
2022 Q2	$21K	Sell	240 -50	-17%	-$4.82K	﹤0.01%	159
2022 Q1	$29K	Buy	+290	New	+$30.2K	﹤0.01%	157
2015 Q2	–	Sell	-7,333	Closed	-$863K	–	53
2015 Q1	$863K	Sell	7,333 -70,867	-91%	-$8.31M	0.31%	40
2014 Q4	$9.06M	Buy	+78,200	New	+$9.28M	3.2%	14

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

Estate Counselors's JNK Position: Q2 2025 in Review

Estate Counselors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 94,846 shares — an estimated $9.04M sold.

Estate Counselors first reported a position in JNK in Q4 2014 and held it in 15 quarters. The position peaked at $9.06M in Q4 2014. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Estate Counselors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Estate Counselors sold 94,846 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $9.04M.
Estate Counselors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2014 and held it in 15 quarters.
Estate Counselors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $9.06M in Q4 2014.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.