EverSource Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

EverSource Wealth 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
2026 Q2	–	Sell	-2,390	Closed	-$229K	–	4482
2026 Q1	$229K	Buy	2,390 +407	+21%	+$39.4K	0.01%	978
2025 Q4	$193K	Buy	1,983 +590	+42%	+$57.3K	0.01%	962
2025 Q3	$137K	Buy	1,393 +1,364	+4,703%	+$133K	0.01%	1105
2025 Q2	$2.85K	Sell	29 -220	-88%	-$20.9K	﹤0.01%	3371
2025 Q1	$23.7K	Buy	249 +3	+1%	+$289	﹤0.01%	1608
2024 Q4	$23.5K	Buy	246 +5	+2%	+$483	﹤0.01%	1530
2024 Q3	$23.6K	Hold	241	–	–	﹤0.01%	1409
2024 Q2	$23.1K	Hold	241	–	–	﹤0.01%	1436
2024 Q1	$22.5K	Buy	+241	New	+$22.8K	﹤0.01%	1308
2023 Q1	–	Sell	-49	Closed	-$4.41K	–	2460
2022 Q4	$4.41K	Buy	+49	New	+$4.43K	﹤0.01%	1656

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OPAM

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

EverSource Wealth Advisors's JNK Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026, closing a stake of 2,390 shares — an estimated $229K sold.

EverSource Wealth Advisors first reported a position in JNK in Q4 2022 and held it in 10 quarters. The position peaked at $229K in Q1 2026. 558 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

EverSource Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 2,390 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $229K.
EverSource Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 10 quarters.
EverSource Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $229K in Q1 2026.
558 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.