Edgestream Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Edgestream Partners’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	$2.01M	Buy	20,837 +10,760	+107%	+$1.04M	0.06%	518
2026 Q1	$965K	Sell	10,077 -12,880	-56%	-$1.25M	0.03%	641
2025 Q4	$2.23M	Buy	22,957 +9,307	+68%	+$904K	0.06%	503
2025 Q3	$1.34M	Sell	13,650 -21,844	-62%	-$2.12M	0.04%	594
2025 Q2	$3.45M	Buy	35,494 +19,726	+125%	+$1.87M	0.1%	395
2025 Q1	$1.5M	Buy	+15,768	New	+$1.52M	0.05%	541
2024 Q4	–	Sell	-34,154	Closed	-$3.34M	–	974
2024 Q3	$3.34M	Buy	+34,154	New	+$3.28M	0.15%	236
2024 Q2	–	Sell	-27,173	Closed	-$2.59M	–	945
2024 Q1	$2.59M	Buy	27,173 +14,839	+120%	+$1.4M	0.13%	274
2023 Q4	$1.17M	Sell	12,334 -9,741	-44%	-$889K	0.08%	394
2023 Q3	$2M	Buy	22,075 +3,328	+18%	+$305K	0.16%	191
2023 Q2	$1.73M	Buy	18,747 +7,538	+67%	+$690K	0.16%	224
2023 Q1	$1.04M	Buy	+11,209	New	+$1.03M	0.11%	290

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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

Edgestream Partners's JNK Position: Q2 2026 in Review

Edgestream Partners increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 107% in Q2 2026, buying an estimated $1.04M and bringing the position to 20,837 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #518.

Edgestream Partners first reported a position in JNK in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.45M in Q2 2025. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Edgestream Partners held 20,837 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $2.01M as of Q2 2026.
Edgestream Partners bought 10,760 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $1.04M.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.06% of Edgestream Partners's portfolio in Q2 2026, its #518 holding.
Edgestream Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2023 and has held it in 12 quarters since.
Edgestream Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3.45M in Q2 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.