Ehrlich Financial Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Ehrlich Financial Group’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	-8,784	Closed	-$841K	–	123
2026 Q1	$841K	Sell	8,784 -1,669	-16%	-$162K	0.48%	53
2025 Q4	$1.02M	Sell	10,453 -157	-1%	-$15.2K	0.58%	45
2025 Q3	$1.04M	Buy	10,610 +1,126	+12%	+$109K	0.62%	46
2025 Q2	$923K	Sell	9,484 -196	-2%	-$18.6K	0.6%	46
2025 Q1	$923K	Buy	+9,680	New	+$931K	0.67%	44
2024 Q4	–	Sell	-8,568	Closed	-$838K	–	115
2024 Q3	$838K	Buy	+8,568	New	+$822K	0.6%	40
2024 Q2	–	Sell	-5,743	Closed	-$547K	–	108
2024 Q1	$547K	Buy	5,743 +2,140	+59%	+$202K	0.46%	50
2023 Q4	$341K	Buy	+3,603	New	+$329K	0.34%	66

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

Ehrlich Financial Group's JNK Position: Q2 2026 in Review

Ehrlich Financial Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026, closing a stake of 8,784 shares — an estimated $841K sold.

Ehrlich Financial Group first reported a position in JNK in Q4 2023 and held it in 8 quarters. The position peaked at $1.04M in Q3 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Ehrlich Financial Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Ehrlich Financial Group sold 8,784 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $841K.
Ehrlich Financial Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and held it in 8 quarters.
Ehrlich Financial Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.04M in Q3 2025.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

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