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

IHT 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
Q2 		– Sell
-2,204
Closed -$210K – 1175
2025
Q1 		$210K Sell
2,204
-104
-5% -$10K 0.01% 1013
2024
Q4 		$220K Sell
2,308
-1,587
-41% -$153K 0.01% 986
2024
Q3 		$380K Buy
3,895
+1,107
+40% +$106K 0.01% 815
2024
Q2 		$263K Sell
2,788
-294
-10% -$27.6K 0.01% 843
2024
Q1 		$293K Sell
3,082
-2,385
-44% -$226K 0.01% 811
2023
Q4 		$518K Sell
5,467
-627
-10% -$57.2K 0.02% 586
2023
Q3 		$551K Buy
6,094
+27
+0.4% +$2.47K 0.03% 522
2023
Q2 		$558K Buy
+6,067
New +$555K 0.03% 507
2020
Q1 		– Sell
-3,165
Closed -$347K – 613
2019
Q4 		$347K Sell
3,165
-724
-19% -$78.5K 0.04% 408
2019
Q3 		$423K Sell
3,889
-204
-5% -$22.1K 0.06% 352
2019
Q2 		$445K Sell
4,093
-629
-13% -$67.9K 0.06% 310
2019
Q1 		$510K Sell
4,722
-43
-0.9% -$4.55K 0.09% 263
2018
Q4 		$480K Sell
4,765
-441
-8% -$46.1K 0.09% 254
2018
Q3 		$563K Buy
5,206
+975
+23% +$105K 0.12% 211
2018
Q2 		$450K Buy
4,231
+525
+14% +$56.4K 0.12% 223
2018
Q1 		$396K Sell
3,706
-823
-18% -$89.6K 0.11% 222
2017
Q4 		$503K Sell
4,529
-455
-9% -$50.4K 0.13% 195
2017
Q3 		$556K Buy
4,984
+4,930
+9,130% +$549K 0.24% 103
2017
Q2 		$39 Hold
54
– – 0.02% 576
2017
Q1 		$6K Sell
54
-6,631
-99% -$732K ﹤0.01% 928
2016
Q4 		$735K Buy
+6,685
New +$728K 0.56% 35

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's JNK Position: Q2 2025 in Review

IHT Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 2,204 shares — an estimated $210K sold.

IHT Wealth Management first reported a position in JNK in Q4 2016 and held it in 21 quarters. The position peaked at $735K in Q4 2016. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

  • IHT Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 2,204 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $210K.
  • IHT Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2016 and held it in 21 quarters.
  • IHT Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $735K in Q4 2016.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.