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Kestra Private Wealth Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Kestra Private Wealth Services’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 		$247K Sell
2,576
-1,106
-30% -$107K ﹤0.01% 1544
2025
Q4 		$358K Buy
+3,682
New +$358K ﹤0.01% 1337
2024
Q3 		– Sell
-2,359
Closed -$222K – 1417
2024
Q2 		$222K Sell
2,359
-283
-11% -$26.6K ﹤0.01% 1187
2024
Q1 		$251K Sell
2,642
-2,422
-48% -$229K 0.01% 1087
2023
Q4 		$480K Buy
+5,064
New +$462K 0.01% 745
2022
Q3 		– Sell
-2,482
Closed -$225K – 939
2022
Q2 		$225K Buy
2,482
+10
+0.4% +$964 0.01% 751
2022
Q1 		$253K Sell
2,472
-118
-5% -$12.3K 0.01% 802
2021
Q4 		$281K Buy
2,590
+59
+2% +$6.39K 0.01% 794
2021
Q3 		$277K Sell
2,531
-132
-5% -$14.5K 0.02% 737
2021
Q2 		$293K Buy
2,663
+82
+3% +$8.94K 0.02% 689
2021
Q1 		$281K Buy
2,581
+98
+4% +$10.6K 0.02% 619
2020
Q4 		$270K Sell
2,483
-314
-11% -$33.5K 0.02% 585
2020
Q3 		$292K Buy
+2,797
New +$292K 0.03% 493

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return