DWM
JNK icon

Diversify Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Diversify Wealth Management’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 		$919K Sell
9,622
-1,972
-17% -$190K 0.02% 661
2026
Q1 		$1.12M Buy
11,594
+708
+7% +$68.6K 0.02% 570
2025
Q4 		$1.06M Buy
10,886
+602
+6% +$58.5K 0.05% 310
2025
Q3 		$993K Sell
10,284
-1,523
-13% -$148K 0.06% 276
2025
Q2 		$1.14M Sell
11,807
-4,188
-26% -$398K 0.07% 253
2025
Q1 		$1.52M Sell
15,995
-5,407
-25% -$520K 0.11% 197
2024
Q4 		$2.04M Sell
21,402
-6,516
-23% -$629K 0.16% 153
2024
Q3 		$2.69M Sell
27,918
-5,523
-17% -$530K 0.26% 98
2024
Q2 		$3.15M Buy
+33,441
New +$3.14M 0.39% 62

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Diversify Wealth Management's JNK Position: Q2 2026 in Review

Diversify Wealth Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 17% in Q2 2026, selling an estimated $190K and leaving 9,622 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #661.

Diversify Wealth Management first reported a position in JNK in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.15M in Q2 2024. 559 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Diversify Wealth Management held 9,622 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $919K as of Q2 2026.
  • Diversify Wealth Management sold 1,972 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $190K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Diversify Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3.15M in Q2 2024.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.