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 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	–	2465
2022 Q4	$4.41K	Buy	+49	New	+$4.43K	﹤0.01%	1656

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management

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

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