Concurrent Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Concurrent Investment 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 Q3	$652K	Sell	7,032 -1,422	-17%	-$136K	﹤0.01%	1399
2026 Q2	$815K	Buy	8,454 +191	+2%	+$18.4K	0.01%	1123
2026 Q1	$791K	Buy	8,263 +880	+12%	+$85.3K	0.01%	979
2025 Q4	$718K	Sell	7,383 -8,471	-53%	-$823K	0.01%	981
2025 Q3	$1.55M	Sell	15,854 -3,274	-17%	-$318K	0.03%	526
2025 Q2	$1.86M	Sell	19,128 -189	-1%	-$17.9K	0.04%	452
2025 Q1	$1.84M	Buy	19,317 +3,382	+21%	+$325K	0.04%	380
2024 Q4	$1.52M	Buy	15,935 +2,337	+17%	+$226K	0.04%	387
2024 Q3	$1.33M	Sell	13,598 -2,195	-14%	-$211K	0.04%	404
2024 Q2	$1.49M	Buy	15,793 +3,578	+29%	+$336K	0.05%	351
2024 Q1	$1.16M	Buy	12,215 +1,463	+14%	+$138K	0.05%	351
2023 Q4	$1.02M	Buy	+10,752	New	+$982K	0.05%	334

Other funds holding JNK

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

BBFA

Brindle & Bay Financial Advisors Frisco, Texas $268M AUM 13.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors's JNK Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 17% in Q3 2026, selling an estimated $136K and leaving 7,032 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Concurrent Investment Advisors first reported a position in JNK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.86M in Q2 2025. 64 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

Concurrent Investment Advisors held 7,032 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $652K as of Q3 2026.
Concurrent Investment Advisors sold 1,422 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $136K.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1399 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and has held it in 12 quarters since.
Concurrent Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.86M in Q2 2025.
64 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.