Financial & Tax Architects’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Financial & Tax Architects’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	$5.04M	Buy	+52,290	New	+$5.04M	1.06%	37
2025 Q2	–	Sell	-51,043	Closed	-$4.86M	–	105
2025 Q1	$4.86M	Buy	51,043 +848	+2%	+$81.6K	1.22%	33
2024 Q4	$4.79M	Buy	+50,195	New	+$4.84M	1.22%	32
2023 Q4	–	Sell	-150,802	Closed	-$13.6M	–	94
2023 Q3	$13.6M	Buy	+150,802	New	+$13.8M	4.23%	7
2022 Q3	–	Sell	-61,850	Closed	-$5.61M	–	72
2022 Q2	$5.61M	Sell	61,850 -21,754	-26%	-$2.1M	2.13%	10
2022 Q1	$8.57M	Buy	83,604 +11,195	+15%	+$1.17M	3.24%	7
2021 Q4	$7.86M	Sell	72,409 -2,061	-3%	-$223K	3.21%	7
2021 Q3	$8.14M	Buy	74,470 +25,347	+52%	+$2.78M	3.71%	5
2021 Q2	$5.4M	Sell	49,123 -19,874	-29%	-$2.17M	2.65%	8
2021 Q1	$7.51M	Buy	+68,997	New	+$7.49M	4.21%	6

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

Financial & Tax Architects's JNK Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026: 52,290 shares worth $5.04M. The stake represents 1.06% of the portfolio and ranks #37 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in JNK as recently as Q1 2025.

Financial & Tax Architects first reported a position in JNK in Q1 2021 and has held it in 10 quarters since. The position peaked at $13.6M in Q3 2023. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Financial & Tax Architects held 52,290 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $5.04M as of Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new Financial & Tax Architects position in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 1.06% of Financial & Tax Architects's portfolio in Q2 2026, its #37 holding.
Financial & Tax Architects first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2021 and has held it in 10 quarters since.
Financial & Tax Architects's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $13.6M in Q3 2023.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.