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Independent Financial Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Independent Financial Group’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 		$573K Buy
5,942
+28
+0.5% +$2.7K 0.01% 938
2026
Q1 		$566K Sell
5,914
-367
-6% -$35.6K 0.01% 872
2025
Q4 		$611K Buy
6,281
+631
+11% +$61.3K 0.01% 802
2025
Q3 		$554K Buy
5,650
+1,006
+22% +$97.7K 0.01% 804
2025
Q2 		$452K Buy
4,644
+389
+9% +$36.9K 0.01% 823
2025
Q1 		$406K Sell
4,255
-144
-3% -$13.8K 0.01% 796
2024
Q4 		$420K Buy
4,399
+10
+0.2% +$965 0.01% 763
2024
Q3 		$429K Buy
4,389
+312
+8% +$29.9K 0.02% 714
2024
Q2 		$384K Hold
4,077
– – 0.02% 715
2024
Q1 		$388K Sell
4,077
-709
-15% -$67.1K 0.02% 676
2023
Q4 		$453K Sell
4,786
-557
-10% -$50.9K 0.02% 581
2023
Q3 		$483K Buy
5,343
+60
+1% +$5.5K 0.03% 498
2023
Q2 		$486K Buy
5,283
+55
+1% +$5.04K 0.03% 485
2023
Q1 		$485K Buy
5,228
+1,647
+46% +$151K 0.04% 462
2022
Q4 		$322K Sell
3,581
-311
-8% -$28.1K 0.03% 536
2022
Q3 		$342K Buy
3,892
+141
+4% +$13.1K 0.03% 505
2022
Q2 		$340K Buy
3,751
+75
+2% +$7.23K 0.04% 465
2022
Q1 		$377K Sell
3,676
-436
-11% -$45.4K 0.03% 522
2021
Q4 		$446K Buy
4,112
+180
+5% +$19.5K 0.04% 450
2021
Q3 		$430K Sell
3,932
-54
-1% -$5.92K 0.04% 407
2021
Q2 		$438K Sell
3,986
-6
-0.2% -$654 0.05% 408
2021
Q1 		$434K Buy
3,992
+248
+7% +$26.9K 0.06% 367
2020
Q4 		$408K Sell
3,744
-116
-3% -$12.4K 0.06% 348
2020
Q3 		$402K Sell
3,860
-5
-0.1% -$523 0.08% 283
2020
Q2 		$391K Sell
3,865
-36
-0.9% -$3.58K 0.09% 263
2020
Q1 		$370K Buy
+3,901
New +$409K 0.11% 221

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
Morgan Stanley
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
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

Independent Financial Group's JNK Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 0.47% in Q2 2026, buying an estimated $2.7K and bringing the position to 5,942 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #938.

Independent Financial Group first reported a position in JNK in Q1 2020 and has held it in 26 quarters since. The position peaked at $611K in Q4 2025. 554 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Independent Financial Group held 5,942 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $573K as of Q2 2026.
  • Independent Financial Group bought 28 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $2.7K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #938 holding.
  • Independent Financial Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $611K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.