Kestra Investment Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Kestra Investment 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 Q3	–	Sell	-221	Closed	-$21.1K	–	728
2025 Q2	$21.1K	Hold	221	–	–	﹤0.01%	640
2025 Q1	$21.1K	Buy	221 +6	+3%	+$577	﹤0.01%	552
2024 Q4	$20.5K	Buy	+215	New	+$20.8K	﹤0.01%	719

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Investment Management's JNK Position: Q3 2025 in Review

Kestra Investment Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2025, closing a stake of 221 shares — an estimated $21.1K sold.

Kestra Investment Management first reported a position in JNK in Q4 2024 and held it in 3 quarters. The position peaked at $21.1K in Q2 2025. 539 funds tracked by Wall St. Rank hold JNK as of Q3 2025.

Kestra Investment Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Kestra Investment Management sold 221 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2025, an estimated $21.1K.
Kestra Investment Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and held it in 3 quarters.
Kestra Investment Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $21.1K in Q2 2025.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.