Walkner Condon Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Walkner Condon Financial 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
2025 Q1	–	Sell	-32,217	Closed	-$3.08M	–	287
2024 Q4	$3.08M	Buy	32,217 +19,306	+150%	+$1.86M	0.63%	42
2024 Q3	$1.26M	Sell	12,911 -12,156	-48%	-$1.17M	0.26%	83
2024 Q2	$2.36M	Sell	25,067 -877	-3%	-$82.5K	0.51%	50
2024 Q1	$2.47M	Buy	+25,944	New	+$2.45M	0.52%	52

Other funds holding JNK

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

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

JSTA

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Walkner Condon Financial Advisors's JNK Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2025, closing a stake of 32,217 shares — an estimated $3.08M sold.

Walkner Condon Financial Advisors first reported a position in JNK in Q1 2024 and held it in 4 quarters. The position peaked at $3.08M in Q4 2024. 552 funds tracked by Wall St. Rank hold JNK as of Q1 2025.

Walkner Condon Financial Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 32,217 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2025, an estimated $3.08M.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2024 and held it in 4 quarters.
Walkner Condon Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3.08M in Q4 2024.
552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.