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Wealthedge Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Wealthedge Investment 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
Q2 		– Sell
-3,020
Closed -$288K – 172
2025
Q1 		$288K Sell
3,020
-511
-14% -$49.1K 0.13% 129
2024
Q4 		$337K Buy
+3,531
New +$341K 0.15% 116

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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthedge Investment Advisors's JNK Position: Q2 2025 in Review

Wealthedge Investment Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 3,020 shares — an estimated $288K sold.

Wealthedge Investment Advisors first reported a position in JNK in Q4 2024 and held it in 2 quarters. The position peaked at $337K in Q4 2024. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

  • Wealthedge Investment Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 3,020 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $288K.
  • Wealthedge Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Wealthedge Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $337K in Q4 2024.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.