Hillcrest Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Hillcrest Wealth 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 Q2	$1.85M	Buy	19,240 +175	+0.9%	+$16.9K	0.66%	22
2026 Q1	$1.82M	Buy	19,065 +5,670	+42%	+$549K	0.74%	23
2025 Q4	$1.3M	Buy	13,395 +7,897	+144%	+$767K	0.56%	22
2025 Q3	$539K	Sell	5,498 -1,800	-25%	-$175K	0.24%	32
2025 Q2	$710K	Sell	7,298 -550	-7%	-$52.2K	0.33%	30
2025 Q1	$748K	Buy	7,848 +125	+2%	+$12K	0.37%	30
2024 Q4	$737K	Buy	7,723 +650	+9%	+$62.7K	0.35%	30
2024 Q3	$692K	Sell	7,073 -951	-12%	-$91.3K	0.35%	29
2024 Q2	$756K	Sell	8,024 -169	-2%	-$15.9K	0.41%	27
2024 Q1	$780K	Sell	8,193 -1,497	-15%	-$142K	0.42%	28
2023 Q4	$918K	Sell	9,690 -1,240	-11%	-$113K	0.51%	25
2023 Q3	$988K	Buy	10,930 +2,160	+25%	+$198K	0.56%	28
2023 Q2	$807K	Sell	8,770 -750	-8%	-$68.7K	0.48%	27
2023 Q1	$884K	Sell	9,520 -2,525	-21%	-$232K	0.52%	28
2022 Q4	$1.08M	Buy	12,045 +2,015	+20%	+$182K	0.65%	28
2022 Q3	$881K	Sell	10,030 -2,950	-23%	-$275K	0.56%	29
2022 Q2	$1.18M	Buy	12,980 +4,910	+61%	+$474K	0.71%	28
2022 Q1	$768K	Buy	8,070 +720	+10%	+$75.1K	0.43%	30
2021 Q4	$798K	Buy	7,350 +1,975	+37%	+$214K	0.43%	30
2021 Q3	$588K	Buy	+5,375	New	+$589K	0.35%	32
2021 Q2	–	Sell	-4,837	Closed	-$526K	–	55
2021 Q1	$526K	Buy	4,837 +100	+2%	+$10.9K	0.32%	34
2020 Q4	$516K	Sell	4,737 -700	-13%	-$74.6K	0.35%	33
2020 Q3	$567K	Buy	5,437 +315	+6%	+$32.9K	0.4%	38
2020 Q2	$518K	Hold	5,122	–	–	0.45%	29
2020 Q1	$485K	Sell	5,122 -65	-1%	-$6.82K	0.48%	28
2019 Q4	$568K	Sell	5,187 -1,338	-21%	-$145K	0.47%	23
2019 Q3	$710K	Sell	6,525 -490	-7%	-$53.1K	0.61%	25
2019 Q2	$764K	Sell	7,015 -208	-3%	-$22.4K	0.64%	22
2019 Q1	$779K	Buy	7,223 +95	+1%	+$10.1K	0.68%	23
2018 Q4	$718K	Buy	+7,128	New	+$745K	0.67%	27

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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

Hillcrest Wealth Advisors's JNK Position: Q2 2026 in Review

Hillcrest Wealth Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 0.92% in Q2 2026, buying an estimated $16.9K and bringing the position to 19,240 shares worth $1.85M. The position accounts for 0.66% of the portfolio, ranked #22.

Hillcrest Wealth Advisors first reported a position in JNK in Q4 2018 and has held it in 30 quarters since. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Hillcrest Wealth Advisors held 19,240 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.85M as of Q2 2026.
Hillcrest Wealth Advisors bought 175 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $16.9K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.66% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Hillcrest Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and has held it in 30 quarters since.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.