Garton & Associates Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Garton & Associates Financial Advisors’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	-404	Closed	-$39.3K	–	418
2025 Q4	$39.3K	Buy	+404	New	+$39.2K	0.02%	431

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCMG

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

AFI

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Garton & Associates Financial Advisors's JNK Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 404 shares — an estimated $39.3K sold.

Garton & Associates Financial Advisors first reported a position in JNK in Q4 2025 and held it in 1 quarter. The position peaked at $39.3K in Q4 2025. 547 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 404 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $39.3K.
Garton & Associates Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $39.3K in Q4 2025.
547 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.