Independent Advisor Alliance’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Independent Advisor Alliance’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	–	Sell	-23,349	Closed	-$2.23M	–	1398
2026 Q1	$2.23M	Buy	+23,349	New	+$2.26M	0.02%	523
2025 Q1	–	Sell	-5,643	Closed	-$539K	–	1127
2024 Q4	$539K	Buy	+5,643	New	+$545K	0.01%	941
2022 Q1	–	Sell	-5,108	Closed	-$555K	–	706
2021 Q4	$555K	Buy	+5,108	New	+$553K	0.03%	372
2020 Q1	–	Sell	-17,185	Closed	-$1.88M	–	659
2019 Q4	$1.88M	Buy	17,185 +14,743	+604%	+$1.6M	0.08%	245
2019 Q3	$264K	Buy	+2,442	New	+$265K	0.03%	362
2019 Q2	–	Sell	-2,923	Closed	-$315K	–	452
2019 Q1	$315K	Sell	2,923 -677	-19%	-$71.7K	0.04%	306
2018 Q4	$381K	Buy	+3,600	New	+$376K	0.07%	245
2017 Q2	–	Sell	-21,149	Closed	-$2.33M	–	330
2017 Q1	$2.33M	Buy	+21,149	New	+$2.33M	0.37%	76

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

Independent Advisor Alliance's JNK Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026, closing a stake of 23,349 shares — an estimated $2.23M sold.

Independent Advisor Alliance first reported a position in JNK in Q1 2017 and held it in 8 quarters. The position peaked at $2.33M in Q1 2017. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 23,349 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $2.23M.
Independent Advisor Alliance first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2017 and held it in 8 quarters.
Independent Advisor Alliance's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.33M in Q1 2017.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.