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

Iams 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 Q4	–	Sell	-4,632	Closed	-$454K	–	198
2025 Q3	$454K	Buy	4,632 +1,181	+34%	+$115K	0.18%	128
2025 Q2	$336K	Buy	+3,451	New	+$328K	0.15%	136
2025 Q1	–	Sell	-9,880	Closed	-$943K	–	170
2024 Q4	$943K	Buy	9,880 +4,570	+86%	+$441K	0.43%	69
2024 Q3	$519K	Sell	5,310 -1,119	-17%	-$107K	0.25%	100
2024 Q2	$606K	Buy	6,429 +1,557	+32%	+$146K	0.33%	84
2024 Q1	$460K	Buy	4,872 +995	+26%	+$94.1K	0.28%	84
2023 Q4	$367K	Sell	3,877 -2,213	-36%	-$202K	0.24%	92
2023 Q3	$551K	Buy	+6,090	New	+$558K	0.38%	76
2023 Q2	–	Sell	-10,443	Closed	-$958K	–	215
2023 Q1	$958K	Sell	10,443 -4,618	-31%	-$424K	0.8%	39
2022 Q4	$1.36M	Buy	+15,061	New	+$1.36M	1.38%	14

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 $501B AUM 22.01% 1-Year Est. Return

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

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

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 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

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return