JFS Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

JFS Wealth Advisors’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	-640	Closed	-$61K	–	1922
2025 Q1	$61K	Hold	640	–	–	﹤0.01%	438
2024 Q4	$61.1K	Hold	640	–	–	﹤0.01%	426
2024 Q3	$62.6K	Buy	+640	New	+$61.4K	﹤0.01%	430
2020 Q3	–	Sell	-3	Closed	–	–	579
2020 Q2	$0	Buy	+3	New	+$299	﹤0.01%	553
2016 Q2	–	Sell	-149	Closed	-$15K	–	562
2016 Q1	$15K	Hold	149	–	–	﹤0.01%	355
2015 Q4	$15K	Buy	+149	New	+$15.8K	﹤0.01%	359

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

JFS Wealth Advisors's JNK Position: Q2 2025 in Review

JFS Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 640 shares — an estimated $61K sold.

JFS Wealth Advisors first reported a position in JNK in Q4 2015 and held it in 6 quarters. The position peaked at $62.6K in Q3 2024. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

JFS Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 640 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $61K.
JFS Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2015 and held it in 6 quarters.
JFS Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $62.6K 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 JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.