Stonehaven Wealth & Tax Solutions’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Stonehaven Wealth & Tax Solutions’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	-6,113	Closed	-$599K	–	94
2025 Q3	$599K	Sell	6,113 -4	-0.1%	-$389	0.55%	32
2025 Q2	$595K	Buy	6,117 +1	+0%	+$95	0.58%	33
2025 Q1	$583K	Sell	6,116 -997	-14%	-$95.9K	0.62%	33
2024 Q4	$679K	Buy	+7,113	New	+$687K	0.74%	38

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

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

Stonehaven Wealth & Tax Solutions's JNK Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2025, closing a stake of 6,113 shares — an estimated $599K sold.

Stonehaven Wealth & Tax Solutions first reported a position in JNK in Q4 2024 and held it in 4 quarters. The position peaked at $679K in Q4 2024. 563 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

Stonehaven Wealth & Tax Solutions reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 6,113 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $599K.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and held it in 4 quarters.
Stonehaven Wealth & Tax Solutions's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $679K in Q4 2024.
563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.