Capstone Wealth Management Group (Oregon)’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Capstone Wealth Management Group (Oregon)’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	-2,500	Closed	-$243K	–	129
2025 Q4	$243K	Hold	2,500	–	–	0.15%	111
2025 Q3	$245K	Hold	2,500	–	–	0.16%	104
2025 Q2	$243K	Buy	+2,500	New	+$237K	0.18%	87

Other funds holding JNK

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OPAM

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

Capstone Wealth Management Group (Oregon)'s JNK Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 2,500 shares — an estimated $243K sold.

Capstone Wealth Management Group (Oregon) first reported a position in JNK in Q2 2025 and held it in 3 quarters. The position peaked at $245K in Q3 2025. 549 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Capstone Wealth Management Group (Oregon) reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Capstone Wealth Management Group (Oregon) sold 2,500 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $243K.
Capstone Wealth Management Group (Oregon) first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2025 and held it in 3 quarters.
Capstone Wealth Management Group (Oregon)'s State Street SPDR Bloomberg High Yield Bond ETF position peaked at $245K in Q3 2025.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.