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

Institute for 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	$70.7K	Buy	+734	New	+$70.7K	0.01%	781
2020 Q1	–	Sell	-37	Closed	-$4K	–	558
2019 Q4	$4K	Buy	+37	New	+$4.01K	﹤0.01%	649
2018 Q1	–	Sell	-3,248	Closed	-$358K	–	330
2017 Q4	$358K	Sell	3,248 -1,908	-37%	-$211K	0.08%	273
2017 Q3	$579K	Buy	5,156 +981	+23%	+$109K	0.19%	169
2017 Q2	$466K	Buy	+4,175	New	+$464K	0.13%	239

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

Institute for Wealth Management's JNK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026: 734 shares worth $70.7K. The stake represents 0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in JNK as recently as Q4 2019.

Institute for Wealth Management first reported a position in JNK in Q2 2017 and has held it in 5 quarters since. The position peaked at $579K in Q3 2017. 559 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Institute for Wealth Management held 734 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $70.7K as of Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #781 holding.
Institute for Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2017 and has held it in 5 quarters since.
Institute for Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $579K in Q3 2017.
559 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.