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

Outlook 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	$337K	Buy	+3,523	New	+$341K	0.08%	228
2025 Q4	–	Sell	-5,514	Closed	-$540K	–	306
2025 Q3	$540K	Buy	5,514 +1,469	+36%	+$143K	0.13%	148
2025 Q2	$393K	Buy	+4,045	New	+$384K	0.1%	183
2025 Q1	–	Sell	-9,586	Closed	-$915K	–	268
2024 Q4	$915K	Buy	9,586 +6,218	+185%	+$600K	0.26%	72
2024 Q3	$329K	Sell	3,368 -2,484	-42%	-$238K	0.09%	208
2024 Q2	$7.61M	Sell	5,852 -29	-0.5%	-$2.73K	2.37%	8
2024 Q1	$560K	Buy	+5,881	New	+$556K	0.17%	125
2020 Q2	–	Sell	-3,477	Closed	-$329K	–	174
2020 Q1	$329K	Buy	+3,477	New	+$365K	0.19%	114

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