Grey Fox Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Grey Fox Wealth 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
2025 Q4	–	Sell	-1,018	Closed	-$99.8K	–	391
2025 Q3	$99.8K	Buy	+1,018	New	+$98.9K	0.02%	187
2023 Q2	–	Sell	-1,878	Closed	-$174K	–	321
2023 Q1	$174K	Sell	1,878 -230	-11%	-$21.1K	0.1%	105
2022 Q4	$190K	Buy	+2,108	New	+$190K	0.13%	98

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

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grey Fox Wealth Advisors's JNK Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2025, closing a stake of 1,018 shares — an estimated $99.8K sold.

Grey Fox Wealth Advisors first reported a position in JNK in Q4 2022 and held it in 3 quarters. The position peaked at $190K in Q4 2022. 563 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,018 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $99.8K.
Grey Fox Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $190K in Q4 2022.
563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.