Hibernia Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Hibernia Wealth Partners’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	$12.7M	Buy	132,824 +4,164	+3%	+$404K	3.76%	7
2025 Q4	$12.5M	Buy	128,660 +65,393	+103%	+$6.35M	3.77%	7
2025 Q3	$6.2M	Sell	63,267 -56,794	-47%	-$5.52M	3.97%	7
2025 Q2	$11.7M	Buy	120,061 +59,878	+99%	+$5.69M	4.26%	7
2025 Q1	$5.74M	Buy	60,183 +31,488	+110%	+$3.03M	4.08%	7
2024 Q4	$2.74M	Sell	28,695 -25,915	-47%	-$2.5M	2.1%	10
2024 Q3	$5.34M	Buy	54,610 +1,715	+3%	+$165K	1.85%	13
2024 Q2	$4.99M	Buy	52,895 +30,012	+131%	+$2.82M	1.74%	12
2024 Q1	$2.18M	Buy	22,883 +5,692	+33%	+$538K	1.48%	13
2023 Q4	$1.63M	Buy	+17,191	New	+$1.57M	1.23%	16

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