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Freedom Investment Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-9,525
Closed -$927K – 424
2025
Q2 		$927K Sell
9,525
-86
-0.9% -$8.17K 0.07% 268
2025
Q1 		$916K Sell
9,611
-1,601
-14% -$154K 0.08% 262
2024
Q4 		$1.07M Buy
11,212
+161
+1% +$15.5K 0.09% 211
2024
Q3 		$1.08M Sell
11,051
-1,483
-12% -$142K 0.09% 222
2024
Q2 		$1.18M Sell
12,534
-395
-3% -$37.1K 0.1% 202
2024
Q1 		$1.23M Sell
12,929
-82
-0.6% -$7.76K 0.1% 196
2023
Q4 		$1.23M Sell
13,011
-1,122
-8% -$102K 0.1% 186
2023
Q3 		$1.28M Sell
14,133
-8,532
-38% -$781K 0.16% 153
2023
Q2 		$2.09M Sell
22,665
-1,039
-4% -$95.1K 0.23% 93
2023
Q1 		$2.2M Sell
23,704
-802
-3% -$73.7K 0.25% 99
2022
Q4 		$2.21M Buy
24,506
+8,578
+54% +$775K 0.25% 95
2022
Q3 		$1.4M Sell
15,928
-251
-2% -$23.4K 0.16% 161
2022
Q2 		$1.47M Sell
16,179
-1,332
-8% -$128K 0.16% 175
2022
Q1 		$1.79M Sell
17,511
-25,782
-60% -$2.69M 0.16% 156
2021
Q4 		$4.7M Sell
43,293
-6,790
-14% -$736K 0.34% 55
2021
Q3 		$5.48M Buy
50,083
+622
+1% +$68.1K 0.42% 39
2021
Q2 		$5.44M Sell
49,461
-2,248
-4% -$245K 0.41% 44
2021
Q1 		$5.63M Buy
+51,709
New +$5.62M 0.44% 43
2019
Q3 		– Sell
-48,335
Closed -$5.27M – 720
2019
Q2 		$5.27M Sell
48,335
-230,358
-83% -$24.9M 0.44% 42
2019
Q1 		$30.1M Buy
278,693
+228,536
+456% +$24.2M 2.41% 5
2018
Q4 		$5.05M Sell
50,157
-10,290
-17% -$1.08M 0.39% 36
2018
Q3 		$6.49M Sell
60,447
-50
-0.1% -$5.38K 0.41% 28
2018
Q2 		$6.44M Sell
60,497
-3,439
-5% -$369K 0.39% 30
2018
Q1 		$6.88M Buy
63,936
+4,459
+7% +$486K 0.35% 34
2017
Q4 		$6.55M Buy
59,477
+3,120
+6% +$346K 0.33% 33
2017
Q3 		$6.31M Buy
56,357
+67
+0.1% +$7.46K 0.35% 31
2017
Q2 		$6.28M Buy
56,290
+3,385
+6% +$376K 0.36% 33
2017
Q1 		$5.86M Sell
52,905
-167,179
-76% -$18.5M 0.34% 33
2016
Q4 		$24.1M Buy
220,084
+16,165
+8% +$1.76M 1.51% 10
2016
Q3 		$22.5M Buy
203,919
+16,542
+9% +$1.8M 1.44% 11
2016
Q2 		$20.1M Buy
187,377
+110,051
+142% +$11.5M 1.37% 9
2016
Q1 		$7.95M Buy
77,326
+33,001
+74% +$3.29M 0.58% 18
2015
Q4 		$4.51M Buy
44,325
+41,923
+1,745% +$4.45M 0.34% 31
2015
Q3 		$342K Sell
2,402
-47,294
-95% -$5.29M 0.03% 431
2015
Q2 		$5.73M Sell
49,696
-61,586
-55% -$7.24M 0.59% 30
2015
Q1 		$13.1M Buy
111,282
+51,340
+86% +$6.02M 1.44% 8
2014
Q4 		$6.94M Sell
59,942
-9,074
-13% -$1.08M 0.9% 12
2014
Q3 		$8.32M Buy
69,016
+25,865
+60% +$3.18M 1.47% 9
2014
Q2 		$5.4M Buy
43,151
+3,013
+8% +$374K 0.91% 13
2014
Q1 		$4.98M Sell
40,138
-29,787
-43% -$3.66M 1.06% 11
2013
Q4 		$8.51M Sell
69,925
-13,857
-17% -$1.68M 2.11% 8
2013
Q3 		$10M Buy
83,782
+20,004
+31% +$2.39M 2.86% 7
2013
Q2 		$7.56M Buy
+63,778
New +$7.82M 2.57% 6

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's JNK Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2025, closing a stake of 9,525 shares — an estimated $927K sold.

Freedom Investment Management first reported a position in JNK in Q2 2013 and held it in 43 quarters. The position peaked at $30.1M in Q1 2019. 539 funds tracked by Wall St. Rank hold JNK as of Q3 2025.

  • Freedom Investment Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 9,525 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2025, an estimated $927K.
  • Freedom Investment Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and held it in 43 quarters.
  • Freedom Investment Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $30.1M in Q1 2019.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.