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

Simplicity Wealth’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	$2.7M	Buy	28,256 +2,562	+10%	+$248K	0.15%	138
2025 Q4	$2.5M	Sell	25,694 -338	-1%	-$32.8K	0.15%	149
2025 Q3	$2.55M	Buy	26,032 +15,103	+138%	+$1.47M	0.15%	151
2025 Q2	$1.06M	Sell	10,929 -9,142	-46%	-$868K	0.04%	318
2025 Q1	$1.91M	Buy	20,071 +14,804	+281%	+$1.42M	0.15%	155
2024 Q4	$503K	Sell	5,267 -21	-0.4%	-$2.03K	0.1%	166
2024 Q3	$517K	Sell	5,288 -2,568	-33%	-$246K	0.05%	286
2024 Q2	$741K	Buy	7,856 +2,759	+54%	+$259K	0.02%	618
2024 Q1	$485K	Buy	+5,097	New	+$482K	0.01%	749

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