Prosperity Consulting Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Prosperity Consulting Group’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
2025 Q2	–	Sell	-15,650	Closed	-$1.49M	–	469
2025 Q1	$1.49M	Sell	15,650 -587	-4%	-$56.5K	0.12%	174
2024 Q4	$1.55M	Sell	16,237 -936	-5%	-$90.3K	0.12%	175
2024 Q3	$1.68M	Sell	17,173 -3,692	-18%	-$354K	0.13%	172
2024 Q2	$1.97M	Sell	20,865 -6,285	-23%	-$591K	0.27%	103
2024 Q1	$2.58M	Buy	27,150 +24,382	+881%	+$2.31M	0.32%	88
2023 Q4	$262K	Sell	2,768 -335	-11%	-$30.6K	0.09%	173
2023 Q3	$281K	Buy	+3,103	New	+$284K	0.13%	115

Other funds holding JNK

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OPAM

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

CCMG

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Prosperity Consulting Group's JNK Position: Q2 2025 in Review

Prosperity Consulting Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 15,650 shares — an estimated $1.49M sold.

Prosperity Consulting Group first reported a position in JNK in Q3 2023 and held it in 7 quarters. The position peaked at $2.58M in Q1 2024. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Prosperity Consulting Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Prosperity Consulting Group sold 15,650 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $1.49M.
Prosperity Consulting Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2023 and held it in 7 quarters.
Prosperity Consulting Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.58M in Q1 2024.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Prosperity Consulting Group's 13F filing for Q2 2025, filed 5 Aug 2025.