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	–	190
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 $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Iams Wealth Management's JNK Position: Q4 2025 in Review

Iams Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2025, closing a stake of 4,632 shares — an estimated $454K sold.

Iams Wealth Management first reported a position in JNK in Q4 2022 and held it in 10 quarters. The position peaked at $1.36M in Q4 2022. 562 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

Iams Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Iams Wealth Management sold 4,632 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $454K.
Iams Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 10 quarters.
Iams Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.36M in Q4 2022.
562 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.