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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM