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

Keystone 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 		$382K Buy
+3,989
New +$387K 0.08% 217
2025
Q4 		– Sell
-15,725
Closed -$1.54M – 286
2025
Q3 		$1.54M Buy
15,725
+4,413
+39% +$429K 0.34% 68
2025
Q2 		$1.1M Buy
11,312
+7,669
+211% +$728K 0.27% 92
2025
Q1 		$347K Buy
3,643
+40
+1% +$3.85K 0.09% 189
2024
Q4 		$344K Buy
3,603
+78
+2% +$7.53K 0.09% 188
2024
Q3 		$345K Buy
3,525
+58
+2% +$5.57K 0.1% 187
2024
Q2 		$327K Buy
3,467
+57
+2% +$5.36K 0.1% 167
2024
Q1 		$325K Buy
3,410
+38
+1% +$3.6K 0.11% 162
2023
Q4 		$319K Buy
3,372
+75
+2% +$6.85K 0.11% 163
2023
Q3 		$298K Buy
3,297
+54
+2% +$4.95K 0.11% 162
2023
Q2 		$298K Hold
3,243
– – 0.11% 157
2023
Q1 		$301K Hold
3,243
– – 0.12% 147
2022
Q4 		$292K Buy
+3,243
New +$293K 0.13% 145

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