Independent Advisor Alliance’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Independent Advisor Alliance’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	$2.23M	Buy	+23,349	New	+$2.26M	0.02%	523
2025 Q1	–	Sell	-5,643	Closed	-$539K	–	1127
2024 Q4	$539K	Buy	+5,643	New	+$545K	0.01%	941
2022 Q1	–	Sell	-5,108	Closed	-$555K	–	706
2021 Q4	$555K	Buy	+5,108	New	+$553K	0.03%	372
2020 Q1	–	Sell	-17,185	Closed	-$1.88M	–	659
2019 Q4	$1.88M	Buy	17,185 +14,743	+604%	+$1.6M	0.08%	245
2019 Q3	$264K	Buy	+2,442	New	+$265K	0.03%	362
2019 Q2	–	Sell	-2,923	Closed	-$315K	–	452
2019 Q1	$315K	Sell	2,923 -677	-19%	-$71.7K	0.04%	306
2018 Q4	$381K	Buy	+3,600	New	+$376K	0.07%	245
2017 Q2	–	Sell	-21,149	Closed	-$2.33M	–	330
2017 Q1	$2.33M	Buy	+21,149	New	+$2.33M	0.37%	76

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