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

Visionary 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 		$747K Buy
7,808
+137
+2% +$13.3K 0.03% 329
2025
Q4 		$746K Sell
7,671
-970
-11% -$94.2K 0.03% 315
2025
Q3 		$847K Buy
8,641
+639
+8% +$62.1K 0.04% 302
2025
Q2 		$778K Sell
8,002
-27,953
-78% -$2.65M 0.04% 304
2025
Q1 		$3.43M Sell
35,955
-415
-1% -$39.9K 0.21% 126
2024
Q4 		$3.47M Sell
36,370
-70
-0.2% -$6.76K 0.2% 125
2024
Q3 		$3.56M Buy
36,440
+186
+0.5% +$17.8K 0.22% 113
2024
Q2 		$3.42M Buy
36,254
+422
+1% +$39.7K 0.22% 113
2024
Q1 		$3.41M Sell
35,832
-5,348
-13% -$506K 0.23% 115
2023
Q4 		$3.9M Buy
41,180
+529
+1% +$48.3K 0.29% 96
2023
Q3 		$3.67M Sell
40,651
-2,344
-5% -$215K 0.3% 91
2023
Q2 		$3.96M Buy
42,995
+1,057
+3% +$96.8K 0.32% 81
2023
Q1 		$3.89M Buy
41,938
+4,377
+12% +$402K 0.33% 79
2022
Q4 		$3.38M Sell
37,561
-962
-2% -$86.9K 0.31% 86
2022
Q3 		$3.38M Sell
38,523
-584
-1% -$54.4K 0.35% 75
2022
Q2 		$3.55M Buy
39,107
+3,994
+11% +$385K 0.32% 84
2022
Q1 		$3.6M Buy
+35,113
New +$3.66M 0.29% 93

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return