Berkshire Money Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Berkshire Money Management’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	$16.9M	Buy	174,941 +2,290	+1%	+$221K	1.54%	19
2026 Q1	$16.5M	Buy	172,651 +16,594	+11%	+$1.61M	1.69%	17
2025 Q4	$15.2M	Buy	156,057 +53,727	+53%	+$5.22M	1.45%	17
2025 Q3	$10M	Buy	102,330 +93,870	+1,110%	+$9.12M	1.03%	18
2025 Q2	$823K	Buy	+8,460	New	+$803K	0.09%	48
2016 Q4	–	Sell	-40,363	Closed	-$4.45M	–	24
2016 Q3	$4.45M	Sell	40,363 -31,829	-44%	-$3.46M	1.36%	15
2016 Q2	$7.73M	Sell	72,192 -798	-1%	-$83.6K	2.66%	12
2016 Q1	$7.5M	Sell	72,990 -3,418	-4%	-$341K	2.28%	11
2015 Q4	$7.77M	Sell	76,408 -270,038	-78%	-$28.7M	2.37%	11
2015 Q3	$40.1M	Buy	346,446 +164,329	+90%	+$18.4M	12.31%	3
2015 Q2	$21M	Sell	182,117 -798	-0.4%	-$93.8K	6.18%	6
2015 Q1	$21.5M	Sell	182,915 -172,551	-49%	-$20.2M	6.34%	6
2014 Q4	$41.2M	Buy	+355,466	New	+$42.2M	12.32%	3

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCP

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Berkshire Money Management's JNK Position: Q2 2026 in Review

Berkshire Money Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.3% in Q2 2026, buying an estimated $221K and bringing the position to 174,941 shares worth $16.9M. The position accounts for 1.54% of the portfolio, ranked #19.

Berkshire Money Management first reported a position in JNK in Q4 2014 and has held it in 13 quarters since. The position peaked at $41.2M in Q4 2014. 150 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Berkshire Money Management held 174,941 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $16.9M as of Q2 2026.
Berkshire Money Management bought 2,290 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $221K.
State Street SPDR Bloomberg High Yield Bond ETF made up 1.54% of Berkshire Money Management's portfolio in Q2 2026, its #19 holding.
Berkshire Money Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2014 and has held it in 13 quarters since.
Berkshire Money Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $41.2M in Q4 2014.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.