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

Evermay 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 Q2	–	Sell	-12	Closed	-$1.14K	–	589
2025 Q1	$1.14K	Buy	+12	New	+$1.15K	﹤0.01%	531
2022 Q4	–	Sell	-97	Closed	-$9K	–	581
2022 Q3	$9K	Sell	97 -63	-39%	-$5.87K	﹤0.01%	406
2022 Q2	$15K	Sell	160 -5,195	-97%	-$501K	﹤0.01%	361
2022 Q1	$549K	Buy	5,355 +5,158	+2,618%	+$538K	0.09%	100
2021 Q4	$21K	Buy	+197	New	+$21.3K	﹤0.01%	352

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

Evermay Wealth Management's JNK Position: Q2 2025 in Review

Evermay Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 12 shares — an estimated $1.14K sold.

Evermay Wealth Management first reported a position in JNK in Q4 2021 and held it in 5 quarters. The position peaked at $549K in Q1 2022. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Evermay Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Evermay Wealth Management sold 12 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $1.14K.
Evermay Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and held it in 5 quarters.
Evermay Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $549K in Q1 2022.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.