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

Iron Horse 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	$13.6K	Hold	140	–	–	﹤0.01%	242
2025 Q1	$13.3K	Hold	140	–	–	﹤0.01%	238
2024 Q4	$13.4K	Hold	140	–	–	﹤0.01%	209
2024 Q3	$13.7K	Hold	140	–	–	﹤0.01%	211
2024 Q2	$13.2K	Hold	140	–	–	0.01%	194
2024 Q1	$13.3K	Hold	140	–	–	0.01%	174
2023 Q4	$13.3K	Hold	140	–	–	0.01%	158
2023 Q3	$12.7K	Buy	+140	New	+$12.8K	0.01%	157

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 $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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's JNK Position: Q2 2025 in Review

Iron Horse Wealth Management held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2025 at 140 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Iron Horse Wealth Management first reported a position in JNK in Q3 2023 and has held it in 8 quarters since. The position peaked at $13.7K in Q3 2024. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Iron Horse Wealth Management held 140 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $13.6K as of Q2 2025.
Iron Horse Wealth Management left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2025.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #242 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $13.7K in Q3 2024.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.