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Estate Planners Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Estate Planners 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
Q1 		– Sell
-283
Closed -$27.5K – 244
2025
Q4 		$27.5K Buy
+283
New +$27.5K 0.01% 184

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Family Investments
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Estate Planners Group's JNK Position: Q1 2026 in Review

Estate Planners Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 283 shares — an estimated $27.5K sold.

Estate Planners Group first reported a position in JNK in Q4 2025 and held it in 1 quarter. The position peaked at $27.5K in Q4 2025. 549 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

  • Estate Planners Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 283 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $27.5K.
  • Estate Planners Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $27.5K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.