AFG Fiduciary Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

AFG Fiduciary Services’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 Q2	$344K	Buy	3,581 +457	+15%	+$44K	0.27%	48
2026 Q1	$300K	Buy	3,124 +500	+19%	+$48.5K	0.18%	71
2025 Q4	$255K	Buy	2,624 +500	+24%	+$48.6K	0.15%	73
2025 Q3	$207K	Hold	2,124	–	–	0.12%	83
2025 Q2	$205K	Buy	+2,124	New	+$202K	0.13%	80
2024 Q2	–	Sell	-2,524	Closed	-$238K	–	84
2024 Q1	$238K	Hold	2,524	–	–	0.18%	66
2023 Q4	$238K	Hold	2,524	–	–	0.19%	65
2023 Q3	$225K	Buy	2,524 +191	+8%	+$17.5K	0.2%	58
2023 Q2	$215K	Hold	2,333	–	–	0.16%	68
2023 Q1	$217K	Buy	+2,333	New	+$214K	0.2%	63
2022 Q4	–	Sell	-2,919	Closed	-$256K	–	87
2022 Q3	$256K	Sell	2,919 -8,627	-75%	-$804K	0.24%	62
2022 Q2	$1.05M	Buy	11,546 +6,209	+116%	+$599K	0.91%	31
2022 Q1	$547K	Sell	5,337 -111	-2%	-$11.6K	0.38%	52
2021 Q4	$591K	Buy	+5,448	New	+$590K	0.42%	40

Other funds holding JNK

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

SFG

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

AFG Fiduciary Services's JNK Position: Q2 2026 in Review

AFG Fiduciary Services increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 15% in Q2 2026, buying an estimated $44K and bringing the position to 3,581 shares worth $344K. The position accounts for 0.27% of the portfolio, ranked #48.

AFG Fiduciary Services first reported a position in JNK in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.05M in Q2 2022. 107 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

AFG Fiduciary Services held 3,581 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $344K as of Q2 2026.
AFG Fiduciary Services bought 457 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $44K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.27% of AFG Fiduciary Services's portfolio in Q2 2026, its #48 holding.
AFG Fiduciary Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and has held it in 14 quarters since.
AFG Fiduciary Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.05M in Q2 2022.
107 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.