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Root Financial Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Root Financial Partners’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
Q4 		– Sell
-183
Closed -$17.9K – 2487
2025
Q3 		$17.9K Buy
+183
New +$17.8K ﹤0.01% 1168

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $530B AUM 22.01% 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
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's JNK Position: Q4 2025 in Review

Root Financial Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2025, closing a stake of 183 shares — an estimated $17.9K sold.

Root Financial Partners first reported a position in JNK in Q3 2025 and held it in 1 quarter. The position peaked at $17.9K in Q3 2025. 563 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

  • Root Financial Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 183 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $17.9K.
  • Root Financial Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $17.9K in Q3 2025.
  • 563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.