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Balboa Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Balboa Wealth Partners’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 		$660K Buy
6,847
+2,814
+70% +$271K 0.09% 186
2026
Q1 		$386K Buy
+4,033
New +$391K 0.06% 247
2025
Q4 		– Sell
-8,191
Closed -$803K – 444
2025
Q3 		$803K Buy
8,191
+3,785
+86% +$368K 0.14% 119
2025
Q2 		$429K Buy
4,406
+1,826
+71% +$173K 0.09% 181
2025
Q1 		$246K Sell
2,580
-8,103
-76% -$779K 0.06% 227
2024
Q4 		$1.02M Buy
10,683
+6,305
+144% +$609K 0.23% 76
2024
Q3 		$428K Sell
4,378
-5,563
-56% -$534K 0.11% 153
2024
Q2 		$937K Buy
9,941
+289
+3% +$27.2K 0.25% 75
2024
Q1 		$919K Buy
+9,652
New +$913K 0.27% 71
2023
Q4 		– Sell
-5,413
Closed -$489K – 305
2023
Q3 		$489K Buy
5,413
+2,797
+107% +$256K 0.18% 103
2023
Q2 		$241K Buy
+2,616
New +$239K 0.08% 198

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Balboa Wealth Partners's JNK Position: Q2 2026 in Review

Balboa Wealth Partners increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 70% in Q2 2026, buying an estimated $271K and bringing the position to 6,847 shares worth $660K. The position accounts for 0.09% of the portfolio, ranked #186.

Balboa Wealth Partners first reported a position in JNK in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2024. 559 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Balboa Wealth Partners held 6,847 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $660K as of Q2 2026.
  • Balboa Wealth Partners bought 2,814 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $271K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #186 holding.
  • Balboa Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • Balboa Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.02M in Q4 2024.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.