Hoxton Planning & Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Hoxton Planning & 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	$255K	Buy	2,659 +214	+9%	+$20.7K	0.08%	187
2025 Q4	$238K	Sell	2,445 -203	-8%	-$19.7K	0.07%	189
2025 Q3	$259K	Sell	2,648 -227	-8%	-$22.1K	0.08%	172
2025 Q2	$280K	Buy	2,875 +11	+0.4%	+$1.04K	0.1%	162
2025 Q1	$273K	Sell	2,864 -751	-21%	-$72.2K	0.1%	160
2024 Q4	$345K	Sell	3,615 -113	-3%	-$10.9K	0.13%	140
2024 Q3	$365K	Buy	+3,728	New	+$358K	0.14%	135
2023 Q2	–	Sell	-3,138	Closed	-$291K	–	158
2023 Q1	$291K	Sell	3,138 -2,461	-44%	-$226K	0.16%	117
2022 Q4	$504K	Buy	+5,599	New	+$506K	0.27%	77

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