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

Modera 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
2026 Q1	$3.74M	Buy	39,091 +4,565	+13%	+$442K	0.04%	201
2025 Q4	$3.36M	Buy	34,526 +4,081	+13%	+$396K	0.04%	220
2025 Q3	$2.98M	Buy	30,445 +1,942	+7%	+$189K	0.03%	230
2025 Q2	$2.77M	Buy	28,503 +744	+3%	+$70.7K	0.03%	231
2025 Q1	$2.65M	Buy	27,759 +72	+0.3%	+$6.92K	0.04%	221
2024 Q4	$2.64M	Buy	27,687 +16,834	+155%	+$1.62M	0.03%	226
2024 Q3	$1.06M	Buy	10,853 +4,238	+64%	+$407K	0.01%	305
2024 Q2	$624K	Buy	6,615 +190	+3%	+$17.9K	0.01%	356
2024 Q1	$612K	Buy	+6,425	New	+$608K	0.01%	367

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return