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

Heirloom 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	$469K	Buy	+4,903	New	+$475K	0.08%	68

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 $530B AUM 22.01% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AFI

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

JSTA

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Heirloom Wealth Management's JNK Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026: 4,903 shares worth $469K. The stake represents 0.08% of the portfolio and ranks #68 among its holdings.

546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Heirloom Wealth Management held 4,903 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $469K as of Q1 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new Heirloom Wealth Management position in Q1 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.08% of Heirloom Wealth Management's portfolio in Q1 2026, its #68 holding.
546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.