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

WCG 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
2025
Q4 		– Sell
-11,563
Closed -$1.13M – 511
2025
Q3 		$1.13M Buy
11,563
+231
+2% +$22.4K 0.07% 218
2025
Q2 		$1.1M Buy
+11,332
New +$1.08M 0.07% 221

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 $49B AUM 17.78% 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

WCG Wealth Advisors's JNK Position: Q4 2025 in Review

WCG Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2025, closing a stake of 11,563 shares — an estimated $1.13M sold.

WCG Wealth Advisors first reported a position in JNK in Q2 2025 and held it in 2 quarters. The position peaked at $1.13M in Q3 2025. 563 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

  • WCG Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,563 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $1.13M.
  • WCG Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2025 and held it in 2 quarters.
  • WCG Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.13M 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 WCG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.