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Foundations Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Foundations Investment 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 		$838K Sell
8,754
-98
-1% -$9.5K 0.01% 564
2025
Q4 		$861K Buy
8,852
+85
+1% +$8.26K 0.01% 555
2025
Q3 		$859K Buy
8,767
+3,200
+57% +$311K 0.01% 506
2025
Q2 		$541K Buy
5,567
+2,987
+116% +$284K 0.01% 554
2025
Q1 		$246K Buy
+2,580
New +$248K ﹤0.01% 770
2023
Q4 		– Sell
-29,986
Closed -$2.71M – 704
2023
Q3 		$2.71M Buy
29,986
+2,360
+9% +$216K 0.08% 189
2023
Q2 		$2.54M Buy
27,626
+7,209
+35% +$660K 0.08% 164
2023
Q1 		$1.9M Buy
20,417
+4,189
+26% +$385K 0.07% 175
2022
Q4 		$1.46M Buy
16,228
+3,050
+23% +$276K 0.06% 167
2022
Q3 		$1.16M Buy
13,178
+3,439
+35% +$320K 0.05% 153
2022
Q2 		$882K Buy
9,739
+1,082
+12% +$104K 0.04% 165
2022
Q1 		$865K Buy
8,657
+1,658
+24% +$173K 0.03% 138
2021
Q4 		$755K Buy
6,999
+214
+3% +$23.2K 0.03% 153
2021
Q3 		$738K Sell
6,785
-59
-0.9% -$6.46K 0.03% 136
2021
Q2 		$752K Sell
6,844
-6
-0.1% -$654 0.04% 118
2021
Q1 		$746K Buy
+6,850
New +$744K 0.04% 102

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return