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Navis Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Navis Wealth Advisors’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
-8,564
Closed -$833K – 192
2025
Q4 		$833K Buy
+8,564
New +$832K 0.35% 61

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Navis Wealth Advisors's JNK Position: Q1 2026 in Review

Navis Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 8,564 shares — an estimated $833K sold.

Navis Wealth Advisors first reported a position in JNK in Q4 2025 and held it in 1 quarter. The position peaked at $833K in Q4 2025. 549 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

  • Navis Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 8,564 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $833K.
  • Navis Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
  • Navis Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $833K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.