HB Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

HB Wealth 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	$243K	Buy	+2,516	New	+$242K	﹤0.01%	1489
2025 Q2	–	Sell	-2,475	Closed	-$236K	–	1237
2025 Q1	$236K	Buy	+2,475	New	+$238K	﹤0.01%	1067
2024 Q4	–	Sell	-2,536	Closed	-$248K	–	1099
2024 Q3	$248K	Buy	+2,536	New	+$243K	﹤0.01%	820
2023 Q4	–	Sell	-3,795	Closed	-$343K	–	810
2023 Q3	$343K	Sell	3,795 -4,054	-52%	-$371K	0.01%	533
2023 Q2	$722K	Buy	7,849 +2,976	+61%	+$272K	0.01%	343
2023 Q1	$452K	Sell	4,873 -5,136	-51%	-$472K	0.01%	433
2022 Q4	$901K	Sell	10,009 -13,750	-58%	-$1.24M	0.02%	295
2022 Q3	$2.09M	Buy	+23,759	New	+$2.21M	0.04%	173

Other funds holding JNK

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

HB Wealth Management's JNK Position: Q2 2026 in Review

HB Wealth Management opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026: 2,516 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in JNK as recently as Q1 2025.

HB Wealth Management first reported a position in JNK in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.09M in Q3 2022. 559 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

HB Wealth Management held 2,516 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $243K as of Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new HB Wealth Management position in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1489 holding.
HB Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2022 and has held it in 8 quarters since.
HB Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.09M in Q3 2022.
559 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.