GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$1.68M Sell
17,421
-9,103
-34% -$877K 0.04% 138
2026
Q1 		$2.54M Sell
26,524
-333,474
-93% -$32.3M 0.08% 108
2025
Q4 		$35M Buy
359,998
+28,570
+9% +$2.77M 1.22% 23
2025
Q3 		$32.5M Buy
331,428
+124,977
+61% +$12.1M 1.11% 27
2025
Q2 		$20.1M Buy
206,451
+8,763
+4% +$832K 0.78% 32
2025
Q1 		$18.8M Buy
197,688
+12,690
+7% +$1.22M 0.85% 30
2024
Q4 		$17.7M Buy
184,998
+10,329
+6% +$997K 0.77% 31
2024
Q3 		$17.1M Buy
174,669
+19,866
+13% +$1.91M 0.79% 31
2024
Q2 		$14.6M Buy
154,803
+22,785
+17% +$2.14M 0.73% 32
2024
Q1 		$12.6M Buy
132,018
+25,625
+24% +$2.42M 0.68% 38
2023
Q4 		$10.1M Buy
106,393
+15,021
+16% +$1.37M 0.6% 43
2023
Q3 		$8.26M Buy
91,372
+16,973
+23% +$1.55M 0.56% 44
2023
Q2 		$6.85M Buy
74,399
+19,793
+36% +$1.81M 0.46% 49
2023
Q1 		$5.07M Buy
54,606
+3,526
+7% +$324K 0.4% 55
2022
Q4 		$4.6M Buy
51,080
+22,490
+79% +$2.03M 0.41% 57
2022
Q3 		$2.51M Buy
28,590
+10,007
+54% +$932K 0.23% 76
2022
Q2 		$1.69M Buy
+18,583
New +$1.79M 0.16% 93
2021
Q4 		– Sell
-1,383
Closed -$151K – 708
2021
Q3 		$151K Sell
1,383
-961
-41% -$105K 0.02% 205
2021
Q2 		$257K Buy
2,344
+113
+5% +$12.3K 0.03% 209
2021
Q1 		$242K Buy
2,231
+209
+10% +$22.7K 0.03% 189
2020
Q4 		$220K Buy
+2,022
New +$216K 0.03% 166
2020
Q3 		– Sell
-1,989
Closed -$201K – 144
2020
Q2 		$201K Buy
+1,989
New +$198K 0.04% 125
2018
Q2 		– Sell
-3,784
Closed -$406K – 111
2018
Q1 		$406K Sell
3,784
-19,662
-84% -$2.14M 0.13% 68
2017
Q4 		$2.58M Sell
23,446
-1,359
-5% -$151K 0.89% 33
2017
Q3 		$2.77M Buy
24,805
+2,158
+10% +$240K 1.01% 31
2017
Q2 		$2.51M Buy
22,647
+8,257
+57% +$918K 0.95% 29
2017
Q1 		$1.58M Buy
14,390
+4,024
+39% +$444K 0.68% 37
2016
Q4 		$1.13M Buy
10,366
+3,070
+42% +$334K 0.6% 42
2016
Q3 		$803K Buy
+7,296
New +$794K 0.47% 44

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JNK Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 34% in Q2 2026, selling an estimated $877K and leaving 17,421 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #138.

Gerber Kawasaki Wealth & Investment Management first reported a position in JNK in Q3 2016 and has held it in 29 quarters since. The position peaked at $35M in Q4 2025. 350 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 17,421 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.68M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 9,103 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $877K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #138 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2016 and has held it in 29 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $35M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.