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 Q3	–	Sell	-746	Closed	-$71.4K	–	971
2026 Q2	$71.4K	Sell	746 -84	-10%	-$8.09K	0.01%	317
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	$30.8K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

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

Cornerstone Planning Group's JNK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2026, closing a stake of 746 shares — an estimated $71.4K sold.

Cornerstone Planning Group first reported a position in JNK in Q4 2022 and held it in 12 quarters. The position peaked at $879K in Q2 2024. 120 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

Cornerstone Planning Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 746 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $71.4K.
Cornerstone Planning Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 12 quarters.
Cornerstone Planning Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $879K in Q2 2024.
120 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.