Financial & Tax Architects’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Financial & Tax Architects’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	-51,043	Closed	-$4.86M	–	105
2025 Q1	$4.86M	Buy	51,043 +848	+2%	+$81.6K	1.22%	33
2024 Q4	$4.79M	Buy	+50,195	New	+$4.84M	1.22%	32
2023 Q4	–	Sell	-150,802	Closed	-$13.6M	–	94
2023 Q3	$13.6M	Buy	+150,802	New	+$13.8M	4.23%	7
2022 Q3	–	Sell	-61,850	Closed	-$5.61M	–	72
2022 Q2	$5.61M	Sell	61,850 -21,754	-26%	-$2.1M	2.13%	10
2022 Q1	$8.57M	Buy	83,604 +11,195	+15%	+$1.17M	3.24%	7
2021 Q4	$7.86M	Sell	72,409 -2,061	-3%	-$223K	3.21%	7
2021 Q3	$8.14M	Buy	74,470 +25,347	+52%	+$2.78M	3.71%	5
2021 Q2	$5.4M	Sell	49,123 -19,874	-29%	-$2.17M	2.65%	8
2021 Q1	$7.51M	Buy	+68,997	New	+$7.49M	4.21%	6

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

Financial & Tax Architects's JNK Position: Q2 2025 in Review

Financial & Tax Architects sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 51,043 shares — an estimated $4.86M sold.

Financial & Tax Architects first reported a position in JNK in Q1 2021 and held it in 9 quarters. The position peaked at $13.6M in Q3 2023. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Financial & Tax Architects reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial & Tax Architects sold 51,043 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $4.86M.
Financial & Tax Architects first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2021 and held it in 9 quarters.
Financial & Tax Architects's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $13.6M in Q3 2023.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Financial & Tax Architects's 13F filing for Q2 2025, filed 13 Aug 2025.