Gibbs Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Gibbs Wealth 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
2026 Q1	$486K	Sell	5,080 -2,924	-37%	-$283K	0.06%	307
2025 Q4	$782K	Sell	8,004 -69	-0.9%	-$6.7K	0.19%	129
2025 Q3	$791K	Sell	8,073 -17,940	-69%	-$1.74M	0.18%	140
2025 Q2	$2.53M	Sell	26,013 -2,732	-10%	-$259K	0.49%	40
2025 Q1	$2.74M	Sell	28,745 -208	-0.7%	-$20K	0.66%	29
2024 Q4	$2.76M	Buy	28,953 +3,635	+14%	+$351K	0.75%	29
2024 Q3	$2.48M	Sell	25,318 -425	-2%	-$40.8K	0.8%	30
2024 Q2	$2.43M	Buy	25,743 +8,433	+49%	+$793K	0.98%	24
2024 Q1	$1.65M	Buy	+17,310	New	+$1.64M	0.95%	21

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