First Heartland Consultants’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

First Heartland Consultants’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	$261K	Buy	+2,710	New	+$261K	0.02%	514
2025 Q4	–	Sell	-2,072	Closed	-$203K	–	551
2025 Q3	$203K	Buy	+2,072	New	+$201K	0.02%	503
2025 Q1	–	Sell	-2,439	Closed	-$233K	–	466
2024 Q4	$233K	Buy	+2,439	New	+$235K	0.02%	402
2020 Q4	–	Sell	-51,992	Closed	-$5.42M	–	347
2020 Q3	$5.42M	Buy	51,992 +49,272	+1,811%	+$5.15M	1.03%	28
2020 Q2	$275K	Buy	2,720 +472	+21%	+$47K	0.05%	220
2020 Q1	$213K	Sell	2,248 -55,798	-96%	-$5.86M	0.05%	221
2019 Q4	$6.36M	Buy	+58,046	New	+$6.29M	1.25%	16
2018 Q2	–	Sell	-1,934	Closed	-$208K	–	254
2018 Q1	$208K	Buy	1,934 +68	+4%	+$7.41K	0.06%	250
2017 Q4	$206K	Buy	1,866 +73	+4%	+$8.09K	0.06%	258
2017 Q3	$201K	Buy	+1,793	New	+$200K	0.05%	322
2013 Q3	–	Sell	-403	Closed	-$48K	–	307
2013 Q2	$48K	Buy	+403	New	+$49.4K	0.03%	268

Other funds holding JNK

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SCP

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

First Heartland Consultants's JNK Position: Q2 2026 in Review

First Heartland Consultants opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026: 2,710 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #514 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in JNK as recently as Q3 2025.

First Heartland Consultants first reported a position in JNK in Q2 2013 and has held it in 11 quarters since. The position peaked at $6.36M in Q4 2019. 150 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

First Heartland Consultants held 2,710 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $261K as of Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new First Heartland Consultants position in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #514 holding.
First Heartland Consultants first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and has held it in 11 quarters since.
First Heartland Consultants's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $6.36M in Q4 2019.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.