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

HB 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
2025 Q2	–	Sell	-2,475	Closed	-$236K	–	1237
2025 Q1	$236K	Buy	+2,475	New	+$238K	﹤0.01%	1067
2024 Q4	–	Sell	-2,536	Closed	-$248K	–	1099
2024 Q3	$248K	Buy	+2,536	New	+$243K	﹤0.01%	820
2023 Q4	–	Sell	-3,795	Closed	-$343K	–	810
2023 Q3	$343K	Sell	3,795 -4,054	-52%	-$371K	0.01%	533
2023 Q2	$722K	Buy	7,849 +2,976	+61%	+$272K	0.01%	343
2023 Q1	$452K	Sell	4,873 -5,136	-51%	-$472K	0.01%	433
2022 Q4	$901K	Sell	10,009 -13,750	-58%	-$1.24M	0.02%	295
2022 Q3	$2.09M	Buy	+23,759	New	+$2.21M	0.04%	173

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HB Wealth Management's JNK Position: Q2 2025 in Review

HB Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 2,475 shares — an estimated $236K sold.

HB Wealth Management first reported a position in JNK in Q3 2022 and held it in 7 quarters. The position peaked at $2.09M in Q3 2022. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

HB Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
HB Wealth Management sold 2,475 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $236K.
HB Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2022 and held it in 7 quarters.
HB Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.09M in Q3 2022.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.