IFG Advisory’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

IFG Advisory’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	$6.63M	Buy	+68,841	New	+$6.63M	0.23%	110
2026 Q1	–	Sell	-66,873	Closed	-$6.5M	–	646
2025 Q4	$6.5M	Buy	66,873 +2,017	+3%	+$196K	0.28%	92
2025 Q3	$6.36M	Buy	64,856 +2,464	+4%	+$239K	0.29%	91
2025 Q2	$6.07M	Buy	62,392 +1,854	+3%	+$176K	0.3%	84
2025 Q1	$5.77M	Buy	60,538 +259	+0.4%	+$24.9K	0.32%	82
2024 Q4	$5.75M	Buy	60,279 +324	+0.5%	+$31.3K	0.33%	77
2024 Q3	$5.86M	Sell	59,955 -23,820	-28%	-$2.29M	0.37%	69
2024 Q2	$7.9M	Buy	83,775 +4,730	+6%	+$445K	0.51%	41
2024 Q1	$7.53M	Buy	79,045 +11,897	+18%	+$1.13M	0.56%	35
2023 Q4	$6.36M	Buy	67,148 +2,254	+3%	+$206K	0.47%	43
2023 Q3	$5.87M	Buy	+64,894	New	+$5.94M	0.49%	41
2023 Q2	–	Sell	-3,640	Closed	-$338K	–	419
2023 Q1	$338K	Sell	3,640 -1,745	-32%	-$160K	0.03%	387
2022 Q4	$484K	Buy	5,385 +59	+1%	+$5.33K	0.05%	318
2022 Q3	$467K	Sell	5,326 -7,387	-58%	-$688K	0.04%	325
2022 Q2	$1.15M	Sell	12,713 -47	-0.4%	-$4.53K	0.12%	171
2022 Q1	$1.31M	Buy	12,760 +807	+7%	+$84.1K	0.13%	177
2021 Q4	$1.3M	Sell	11,953 -5,305	-31%	-$575K	0.13%	182
2021 Q3	$1.89M	Buy	17,258 +389	+2%	+$42.6K	0.2%	133
2021 Q2	$1.85M	Buy	16,869 +1,395	+9%	+$152K	0.21%	125
2021 Q1	$1.68M	Buy	15,474 +2,084	+16%	+$226K	0.21%	122
2020 Q4	$1.46M	Buy	13,390 +3,670	+38%	+$391K	0.2%	125
2020 Q3	$1.01M	Buy	9,720 +6,103	+169%	+$638K	0.16%	146
2020 Q2	$365K	Buy	3,617 +258	+8%	+$25.7K	0.07%	266
2020 Q1	$318K	Buy	3,359 +950	+39%	+$99.7K	0.07%	258
2019 Q4	$263K	Buy	+2,409	New	+$261K	0.05%	341
2019 Q3	–	Sell	-5,946	Closed	-$503K	–	423
2019 Q2	$503K	Buy	5,946 +949	+19%	+$102K	0.09%	207
2019 Q1	$623K	Sell	4,997 -289	-5%	-$30.6K	0.12%	166
2018 Q4	$623K	Sell	5,286 -1,967	-27%	-$206K	0.15%	147
2018 Q3	$827K	Sell	7,253 -3,369	-32%	-$362K	0.16%	138
2018 Q2	$980K	Sell	10,622 -937	-8%	-$101K	0.2%	116
2018 Q1	$1.07M	Buy	11,559 +910	+9%	+$99.1K	0.24%	96
2017 Q4	$997K	Buy	+10,649	New	+$1.18M	0.22%	108

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

IFG Advisory's JNK Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026: 68,841 shares worth $6.63M. The stake represents 0.23% of the portfolio and ranks #110 among its holdings. This is a return to the name: IFG Advisory previously reported a position in JNK as recently as Q4 2025.

IFG Advisory first reported a position in JNK in Q4 2017 and has held it in 32 quarters since. The position peaked at $7.9M in Q2 2024. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

IFG Advisory held 68,841 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $6.63M as of Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.23% of IFG Advisory's portfolio in Q2 2026, its #110 holding.
IFG Advisory first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and has held it in 32 quarters since.
IFG Advisory's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $7.9M in Q2 2024.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.