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

Moulton 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 		– Sell
-396,498
Closed -$10M – 61
2025
Q4 		$10M Buy
+396,498
New +$38.5M 9.51% 2

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 $530B 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

Moulton Wealth Management's JNK Position: Q1 2026 in Review

Moulton Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 396,498 shares — an estimated $10M sold.

Moulton Wealth Management first reported a position in JNK in Q4 2025 and held it in 1 quarter. The position peaked at $10M in Q4 2025. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

  • Moulton Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Moulton Wealth Management sold 396,498 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $10M.
  • Moulton Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
  • Moulton Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $10M in Q4 2025.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Moulton Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.