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

Dogwood 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	$93	Hold	1	–	–	﹤0.01%	837
2026 Q1	$92	Hold	1	–	–	﹤0.01%	842
2025 Q4	$94	Sell	1 -639	-100%	-$62.1K	﹤0.01%	716
2025 Q3	$62.7K	Buy	640 +1	+0.2%	+$97	0.03%	113
2025 Q2	$61.6K	Hold	639	–	–	0.03%	111
2025 Q1	$60.9K	Hold	639	–	–	0.03%	112
2024 Q4	$61K	Buy	639 +7	+1%	+$676	0.03%	112
2024 Q3	$61.8K	Buy	632 +10	+2%	+$960	0.04%	107
2024 Q2	$58.6K	Sell	622 -1,623	-72%	-$153K	0.04%	109
2024 Q1	$214K	Buy	2,245 +7	+0.3%	+$662	0.14%	76
2023 Q4	$212K	Buy	+2,238	New	+$204K	0.17%	78

Other funds holding JNK

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Dogwood Wealth Management held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 1 share worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Dogwood Wealth Management first reported a position in JNK in Q4 2023 and has held it in 11 quarters since. The position peaked at $214K in Q1 2024. 559 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Dogwood Wealth Management held 1 share of State Street SPDR Bloomberg High Yield Bond ETF worth $93 as of Q2 2026.
Dogwood Wealth Management left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #837 holding.
Dogwood Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $214K in Q1 2024.
559 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.