Cypress Financial Planning’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Cypress Financial Planning’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 Q2	–	Sell	-2,430	Closed	-$233K	–	114
2026 Q1	$233K	Buy	2,430 +159	+7%	+$15.4K	0.06%	98
2025 Q4	$221K	Sell	2,271 -108	-5%	-$10.5K	0.06%	102
2025 Q3	$233K	Sell	2,379 -242	-9%	-$23.5K	0.07%	82
2025 Q2	$255K	Sell	2,621 -506	-16%	-$48.1K	0.08%	74
2025 Q1	$298K	Sell	3,127 -4	-0.1%	-$385	0.11%	65
2024 Q4	$299K	Buy	+3,131	New	+$302K	0.11%	62
2022 Q3	–	Sell	-2,276	Closed	-$206K	–	52
2022 Q2	$206K	Buy	+2,276	New	+$220K	0.14%	54

Other funds holding JNK

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

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM