Cornerstone Planning Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Cornerstone Planning Group’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	$79.8K	Buy	830 +10	+1%	+$969	0.01%	283
2025 Q4	$80.2K	Sell	820 -180	-18%	-$17.5K	0.01%	245
2025 Q3	$30.9K	Buy	1,000 +246	+33%	+$23.9K	﹤0.01%	461
2025 Q2	$72.9K	Sell	754 -91	-11%	-$8.64K	0.01%	188
2025 Q1	$79.4K	Buy	845 +76	+10%	+$7.31K	0.02%	173
2024 Q4	$74.5K	Sell	769 -3	-0.4%	-$290	0.02%	141
2024 Q3	$74.6K	Sell	772 -8,556	-92%	-$821K	0.02%	138
2024 Q2	$879K	Buy	+9,328	New	+$877K	0.25%	30
2023 Q4	–	Sell	-54	Closed	-$4.88K	–	991
2023 Q3	$4.88K	Hold	54	–	–	﹤0.01%	532
2023 Q2	$4.97K	Buy	+54	New	+$4.94K	﹤0.01%	894
2022 Q4	$5.12K	Buy	+55	New	+$4.97K	﹤0.01%	874

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 $501B AUM 22.01% 1-Year Est. Return

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

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

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

TD Asset Management

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

Mitsubishi UFJ Asset Management

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

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