Guardian Wealth Advisors (North Carolina)’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-3	Closed	-$286	–	537
2024 Q4	$286	Hold	3	–	–	﹤0.01%	507
2024 Q3	$293	Hold	3	–	–	﹤0.01%	444
2024 Q2	$283	Hold	3	–	–	﹤0.01%	432
2024 Q1	$286	Hold	3	–	–	﹤0.01%	448
2023 Q4	$284	Hold	3	–	–	﹤0.01%	434
2023 Q3	$271	Hold	3	–	–	﹤0.01%	415
2023 Q2	$276	Hold	3	–	–	﹤0.01%	409
2023 Q1	$278	Hold	3	–	–	﹤0.01%	406
2022 Q4	$270	Hold	3	–	–	﹤0.01%	371
2022 Q3	$0	Sell	3 -619	-100%	-$57.7K	﹤0.01%	358
2022 Q2	$56K	Buy	+622	New	+$60K	0.01%	231

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s JNK Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2025, closing a stake of 3 shares — an estimated $286 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in JNK in Q2 2022 and held it in 11 quarters. The position peaked at $56K in Q2 2022. 553 funds tracked by Wall St. Rank hold JNK as of Q1 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 3 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2025, an estimated $286.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2022 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Bloomberg High Yield Bond ETF position peaked at $56K in Q2 2022.
553 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.