Betterment LLC
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Betterment LLC’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Betterment LLC’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 		$1.5M Buy
15,570
+1,219
+8% +$117K ﹤0.01% 297
2026
Q1 		$1.37M Sell
14,351
-158
-1% -$15.3K ﹤0.01% 280
2025
Q4 		$1.41M Sell
14,509
-1,406
-9% -$137K ﹤0.01% 270
2025
Q3 		$1.56M Sell
15,915
-285
-2% -$27.7K ﹤0.01% 247
2025
Q2 		$1.58M Sell
16,200
-6,541
-29% -$621K ﹤0.01% 232
2025
Q1 		$2.17M Sell
22,741
-8,304
-27% -$799K 0.01% 202
2024
Q4 		$2.96M Sell
31,045
-20,805
-40% -$2.01M 0.01% 170
2024
Q3 		$5.07M Sell
51,850
-16,536
-24% -$1.59M 0.01% 129
2024
Q2 		$6.45M Buy
68,386
+55,886
+447% +$5.25M 0.02% 111
2024
Q1 		$1.19M Buy
12,500
+251
+2% +$23.7K ﹤0.01% 188
2023
Q4 		$1.16M Buy
12,249
+6,784
+124% +$619K ﹤0.01% 162
2023
Q3 		$494K Buy
5,465
+1,036
+23% +$94.9K ﹤0.01% 215
2023
Q2 		$408K Sell
4,429
-678
-13% -$62.1K ﹤0.01% 213
2023
Q1 		$474K Buy
5,107
+904
+22% +$83K ﹤0.01% 201
2022
Q4 		$378K Sell
4,203
-212
-5% -$19.2K ﹤0.01% 209
2022
Q3 		$400K Hold
4,415
– – ﹤0.01% 192
2022
Q2 		$400K Buy
4,415
+1,758
+66% +$170K ﹤0.01% 192
2022
Q1 		$272K Buy
+2,657
New +$277K ﹤0.01% 206

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

Betterment LLC's JNK Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 8.5% in Q2 2026, buying an estimated $117K and bringing the position to 15,570 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Betterment LLC first reported a position in JNK in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.45M in Q2 2024. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Betterment LLC held 15,570 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.5M as of Q2 2026.
  • Betterment LLC bought 1,219 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $117K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #297 holding.
  • Betterment LLC first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Betterment LLC's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $6.45M in Q2 2024.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.