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

B. Riley 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	$285K	Buy	2,953 +23	+0.8%	+$2.21K	0.02%	649
2026 Q1	$278K	Buy	2,930 +9	+0.3%	+$872	0.02%	609
2025 Q4	$284K	Sell	2,921 -1,337	-31%	-$130K	0.01%	732
2025 Q3	$417K	Sell	4,258 -636	-13%	-$61.8K	0.02%	596
2025 Q2	$476K	Buy	+4,894	New	+$465K	0.02%	542
2024 Q4	$951K	Sell	9,956 -4,148	-29%	-$400K	0.03%	464
2024 Q3	$1.38M	Buy	14,104 +561	+4%	+$53.8K	0.04%	412
2024 Q2	$1.28M	Sell	13,543 -10,657	-44%	-$1M	0.03%	464
2024 Q1	$2.19M	Buy	24,200 +2,521	+12%	+$238K	0.06%	322
2023 Q4	$2.05M	Sell	21,679 -2,521	-10%	-$230K	0.06%	351
2023 Q3	$2.19M	Buy	24,200 +4,025	+20%	+$369K	0.06%	322
2023 Q2	$1.86M	Sell	20,175 -1,795	-8%	-$164K	0.04%	386
2023 Q1	$2.04M	Sell	21,970 -8,711	-28%	-$800K	0.05%	335
2022 Q4	$2.76M	Buy	30,681 +17,209	+128%	+$1.55M	0.08%	259
2022 Q3	$1.18M	Buy	13,472 +2,547	+23%	+$237K	0.04%	452
2022 Q2	$991K	Sell	10,925 -1,650	-13%	-$159K	0.04%	424
2022 Q1	$1.29M	Sell	12,575 -15,395	-55%	-$1.6M	0.04%	404
2021 Q4	$3.04M	Buy	27,970 +819	+3%	+$88.7K	0.09%	251
2021 Q3	$2.97M	Buy	27,151 +436	+2%	+$47.8K	0.09%	251
2021 Q2	$2.94M	Buy	26,715 +1,885	+8%	+$206K	0.1%	251
2021 Q1	$2.7M	Sell	24,830 -719	-3%	-$78.1K	0.1%	242
2020 Q4	$2.78M	Sell	25,549 -12,866	-33%	-$1.37M	0.15%	155
2020 Q3	$3.98M	Buy	38,415 +27,151	+241%	+$2.84M	0.21%	109
2020 Q2	$1.14M	Sell	11,264 -21,109	-65%	-$2.1M	0.08%	255
2020 Q1	$3.07M	Buy	32,373 +17,426	+117%	+$1.83M	0.26%	90
2019 Q4	$1.64M	Buy	14,947 +1,454	+11%	+$158K	0.14%	166
2019 Q3	$1.47M	Buy	13,493 +11,295	+514%	+$1.22M	0.14%	160
2019 Q2	$240K	Sell	2,198 -7,114	-76%	-$768K	0.03%	651
2019 Q1	$1.01M	Buy	+9,312	New	+$986K	0.13%	185
2018 Q4	–	Sell	-3,662	Closed	-$397K	–	705
2018 Q3	$397K	Buy	3,662 +121	+3%	+$13K	0.05%	404
2018 Q2	$378K	Sell	3,541 -1,854	-34%	-$199K	0.05%	399
2018 Q1	$582K	Sell	5,395 -3,542	-40%	-$386K	0.08%	268
2017 Q4	$985K	Buy	8,937 +1,493	+20%	+$165K	0.13%	181
2017 Q3	$834K	Buy	7,444 +267	+4%	+$29.7K	0.14%	163
2017 Q2	$802K	Buy	7,177 +1,278	+22%	+$142K	0.15%	178
2017 Q1	$654K	Buy	5,899 +4	+0.1%	+$442	0.13%	195
2016 Q4	$647K	Buy	5,895 +975	+20%	+$106K	0.13%	191
2016 Q3	$543K	Buy	4,920 +1,303	+36%	+$142K	0.11%	241
2016 Q2	$388K	Sell	3,617 -335	-8%	-$35.1K	0.08%	319
2016 Q1	$406K	Buy	+3,952	New	+$394K	0.09%	266
2015 Q3	–	Sell	-1,866	Closed	-$216K	–	589
2015 Q2	$216K	Buy	+1,866	New	+$219K	0.05%	429
2015 Q1	–	Sell	-913	Closed	-$106	–	1306
2014 Q4	$106	Buy	+913	New	+$108K	﹤0.01%	1690
2014 Q3	–	Sell	-904	Closed	-$113K	–	1300
2014 Q2	$113K	Sell	904 -2,517	-74%	-$313K	0.03%	663
2014 Q1	$424K	Sell	3,421 -193	-5%	-$23.7K	0.13%	179
2013 Q4	$440K	Buy	3,614 +2	+0.1%	+$243	0.14%	167
2013 Q3	$432K	Sell	3,612 -2,455	-40%	-$293K	0.15%	162
2013 Q2	$719K	Buy	+6,067	New	+$744K	0.24%	93

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

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

BBFA

Brindle & Bay Financial Advisors Frisco, Texas $200M AUM

B. Riley Wealth Advisors's JNK Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 0.78% in Q2 2026, buying an estimated $2.21K and bringing the position to 2,953 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #649.

B. Riley Wealth Advisors first reported a position in JNK in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.98M in Q3 2020. 88 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

B. Riley Wealth Advisors held 2,953 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $285K as of Q2 2026.
B. Riley Wealth Advisors bought 23 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $2.21K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #649 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and has held it in 47 quarters since.
B. Riley Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3.98M in Q3 2020.
88 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.