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Founders Financial Alliance’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Founders Financial Alliance’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 		$12K Hold
125
– – ﹤0.01% 619
2025
Q4 		$12.2K Hold
125
– – ﹤0.01% 494
2025
Q3 		$12.2K Hold
125
– – ﹤0.01% 594
2025
Q2 		$12.2K Buy
+125
New +$11.9K ﹤0.01% 450
2024
Q2 		– Sell
-26
Closed -$2.48K – 571
2024
Q1 		$2.48K Sell
26
-70
-73% -$6.62K ﹤0.01% 531
2023
Q4 		$9.09K Sell
96
-109
-53% -$9.95K ﹤0.01% 437
2023
Q3 		$18.5K Hold
205
– – 0.01% 389
2023
Q2 		$18.8K Hold
205
– – 0.01% 418
2023
Q1 		$19K Buy
205
+1
+0.5% +$92 0.01% 377
2022
Q4 		$18.4K Hold
204
– – 0.01% 398
2022
Q3 		$18K Sell
204
-1,043
-84% -$97.2K 0.01% 390
2022
Q2 		$113K Buy
+1,247
New +$120K 0.06% 253
2020
Q4 		– Sell
-207
Closed -$22K – 855
2020
Q3 		$22K Buy
+207
New +$21.6K 0.01% 557

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