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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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cypress Financial Planning's JNK Position: Q2 2026 in Review

Cypress Financial Planning sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026, closing a stake of 2,430 shares — an estimated $233K sold.

Cypress Financial Planning first reported a position in JNK in Q2 2022 and held it in 7 quarters. The position peaked at $299K in Q4 2024. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Cypress Financial Planning reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 2,430 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $233K.
  • Cypress Financial Planning first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2022 and held it in 7 quarters.
  • Cypress Financial Planning's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $299K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.