Broadview Financial Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Broadview Financial 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 Q1	–	Sell	-2,538	Closed	-$247K	–	41
2025 Q4	$247K	Buy	2,538 +26	+1%	+$2.52K	0.17%	39
2025 Q3	$246K	Sell	2,512 -342	-12%	-$33.2K	0.17%	39
2025 Q2	$278K	Buy	2,854 +30	+1%	+$2.85K	0.19%	37
2025 Q1	$269K	Buy	2,824 +19	+0.7%	+$1.83K	0.2%	36
2024 Q4	$268K	Buy	2,805 +38	+1%	+$3.67K	0.19%	37
2024 Q3	$271K	Buy	2,767 +28	+1%	+$2.69K	0.18%	37
2024 Q2	$258K	Buy	2,739 +28	+1%	+$2.63K	0.19%	38
2024 Q1	$258K	Buy	2,711 +39	+1%	+$3.69K	0.19%	38
2023 Q4	$253K	Buy	+2,672	New	+$244K	0.2%	37

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Broadview Financial Management's JNK Position: Q1 2026 in Review

Broadview Financial Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 2,538 shares — an estimated $247K sold.

Broadview Financial Management first reported a position in JNK in Q4 2023 and held it in 9 quarters. The position peaked at $278K in Q2 2025. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Broadview Financial Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Broadview Financial Management sold 2,538 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $247K.
Broadview Financial Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and held it in 9 quarters.
Broadview Financial Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $278K in Q2 2025.
546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.