Beaumont Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Beaumont Financial 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	$388K	Hold	4,030	–	–	0.02%	275
2026 Q1	$386K	Hold	4,030	–	–	0.03%	268
2025 Q4	$392K	Hold	4,030	–	–	0.03%	260
2025 Q3	$395K	Hold	4,030	–	–	0.03%	270
2025 Q2	$392K	Hold	4,030	–	–	0.03%	259
2025 Q1	$384K	Hold	4,030	–	–	0.03%	261
2024 Q4	$385K	Hold	4,030	–	–	0.03%	255
2024 Q3	$394K	Hold	4,030	–	–	0.03%	241
2024 Q2	$380K	Buy	4,030 +1,540	+62%	+$145K	0.03%	238
2024 Q1	$237K	Hold	2,490	–	–	0.02%	323
2023 Q4	$236K	Hold	2,490	–	–	0.02%	303
2023 Q3	$225K	Sell	2,490 -120	-5%	-$11K	0.02%	293
2023 Q2	$240K	Buy	2,610 +120	+5%	+$11K	0.02%	301
2023 Q1	$231K	Hold	2,490	–	–	0.02%	287
2022 Q4	$224K	Buy	+2,490	New	+$225K	0.02%	292
2022 Q2	–	Sell	-2,835	Closed	-$290K	–	340
2022 Q1	$290K	Buy	+2,835	New	+$296K	0.02%	284
2020 Q1	–	Sell	-6,048	Closed	-$662K	–	267
2019 Q4	$662K	Hold	6,048	–	–	0.07%	158
2019 Q3	$658K	Buy	+6,048	New	+$656K	0.07%	152

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Beaumont Financial Advisors's JNK Position: Q2 2026 in Review

Beaumont Financial Advisors held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 4,030 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #275.

Beaumont Financial Advisors first reported a position in JNK in Q3 2019 and has held it in 18 quarters since. The position peaked at $662K in Q4 2019. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Beaumont Financial Advisors held 4,030 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $388K as of Q2 2026.
Beaumont Financial Advisors left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #275 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2019 and has held it in 18 quarters since.
Beaumont Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $662K in Q4 2019.
555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.