BFC Planning, Inc.’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

BFC Planning, Inc.’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	$1.97M	Buy	20,490 +835	+4%	+$80.4K	0.08%	251
2026 Q1	$1.88M	Buy	19,655 +805	+4%	+$78K	0.08%	238
2025 Q4	$1.83M	Buy	18,850 +497	+3%	+$48.3K	0.08%	239
2025 Q3	$1.8M	Buy	18,353 +256	+1%	+$24.9K	0.13%	144
2025 Q2	$1.76M	Buy	18,097 +712	+4%	+$67.6K	0.14%	140
2025 Q1	$1.66M	Buy	17,385 +20	+0.1%	+$1.92K	0.15%	136
2024 Q4	$1.66M	Buy	+17,365	New	+$1.68M	0.14%	134

Other funds holding JNK

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

BFC Planning, Inc.'s JNK Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 4.2% in Q2 2026, buying an estimated $80.4K and bringing the position to 20,490 shares worth $1.97M. The position accounts for 0.08% of the portfolio, ranked #251.

BFC Planning, Inc. first reported a position in JNK in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

BFC Planning, Inc. held 20,490 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.97M as of Q2 2026.
BFC Planning, Inc. bought 835 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $80.4K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.08% of BFC Planning, Inc.'s portfolio in Q2 2026, its #251 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.