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

Aletheian 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
2026
Q2 		$1.23M Buy
12,739
+424
+3% +$40.8K 0.52% 35
2026
Q1 		$1.18M Buy
+12,315
New +$1.19M 0.57% 34
2025
Q3 		$1.14M Buy
11,612
+79
+0.7% +$7.67K 0.53% 38
2025
Q2 		$1.12M Buy
11,533
+831
+8% +$78.9K 0.55% 36
2025
Q1 		$1.02M Buy
10,702
+245
+2% +$23.6K 0.57% 35
2024
Q4 		$998K Buy
10,457
+80
+0.8% +$7.72K 0.59% 36
2024
Q3 		$1.01M Buy
10,377
+604
+6% +$58K 0.59% 34
2024
Q2 		$921K Buy
9,773
+166
+2% +$15.6K 0.49% 50
2024
Q1 		$915K Buy
9,607
+971
+11% +$91.8K 0.5% 51
2023
Q4 		$818K Buy
8,636
+819
+10% +$74.8K 0.54% 46
2023
Q3 		$707K Buy
7,817
+288
+4% +$26.4K 0.54% 47
2023
Q2 		$693K Buy
7,529
+50
+0.7% +$4.58K 0.47% 54
2023
Q1 		$694K Sell
7,479
-2,707
-27% -$249K 0.61% 30
2022
Q4 		$917K Buy
10,186
+1,210
+13% +$109K 0.79% 33
2022
Q3 		$789K Sell
8,976
-1,899
-17% -$177K 0.9% 31
2022
Q2 		$986K Sell
10,875
-827
-7% -$79.8K 1% 29
2022
Q1 		$1.2M Buy
11,702
+3,946
+51% +$411K 1.14% 25
2021
Q4 		$842K Buy
+7,756
New +$840K 0.83% 27

Other funds holding JNK

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NWM
Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Aletheian Wealth Advisors's JNK Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 3.4% in Q2 2026, buying an estimated $40.8K and bringing the position to 12,739 shares worth $1.23M. The position accounts for 0.52% of the portfolio, ranked #35.

Aletheian Wealth Advisors first reported a position in JNK in Q4 2021 and has held it in 18 quarters since. 73 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Aletheian Wealth Advisors held 12,739 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.23M as of Q2 2026.
  • Aletheian Wealth Advisors bought 424 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $40.8K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.52% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Aletheian Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.