WLIM
JNK icon

White Lighthouse Investment Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

White Lighthouse Investment Management’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 		$1.34M Buy
13,965
+433
+3% +$42K 0.19% 69
2025
Q4 		$1.32M Buy
13,532
+525
+4% +$51K 0.18% 67
2025
Q3 		$1.27M Buy
13,007
+74
+0.6% +$7.19K 0.19% 64
2025
Q2 		$1.26M Hold
12,933
– – 0.2% 64
2025
Q1 		$1.23M Buy
12,933
+6,186
+92% +$595K 0.22% 62
2024
Q4 		$644K Buy
6,747
+136
+2% +$13.1K 0.11% 77
2024
Q3 		$646K Buy
6,611
+3,751
+131% +$360K 0.12% 78
2024
Q2 		$270K Buy
2,860
+46
+2% +$4.33K 0.05% 109
2024
Q1 		$268K Buy
2,814
+384
+16% +$36.3K 0.05% 110
2023
Q4 		$230K Buy
2,430
+35
+1% +$3.2K 0.05% 114
2023
Q3 		$217K Buy
+2,395
New +$219K 0.05% 110
2020
Q1 		– Sell
-3,163
Closed -$346K – 119
2019
Q4 		$346K Buy
3,163
+40
+1% +$4.34K 0.13% 98
2019
Q3 		$340K Hold
3,123
– – 0.14% 96
2019
Q2 		$340K Buy
3,123
+806
+35% +$87K 0.14% 93
2019
Q1 		$250K Buy
+2,317
New +$245K 0.11% 104

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