Intergy Private Wealth’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Intergy Private Wealth’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	$377K	Buy	3,909 +572	+17%	+$55.1K	0.09%	86
2026 Q1	$319K	Buy	3,337 +125	+4%	+$12.1K	0.09%	87
2025 Q4	$312K	Buy	3,212 +128	+4%	+$12.4K	0.09%	82
2025 Q3	$302K	Buy	3,084 +134	+5%	+$13K	0.09%	81
2025 Q2	$287K	Buy	2,950 +424	+17%	+$40.3K	0.1%	80
2025 Q1	$241K	Buy	+2,526	New	+$243K	0.09%	86
2022 Q2	–	Sell	-18,996	Closed	-$1.95M	–	65
2022 Q1	$1.95M	Buy	18,996 +14,110	+289%	+$1.47M	1.36%	15
2021 Q4	$530K	Buy	+4,886	New	+$529K	0.41%	37

Other funds holding JNK

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

SFG

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

BBFA

Brindle & Bay Financial Advisors Frisco, Texas $200M AUM

Intergy Private Wealth's JNK Position: Q2 2026 in Review

Intergy Private Wealth increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 17% in Q2 2026, buying an estimated $55.1K and bringing the position to 3,909 shares worth $377K. The position accounts for 0.09% of the portfolio, ranked #86.

Intergy Private Wealth first reported a position in JNK in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.95M in Q1 2022. 105 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Intergy Private Wealth held 3,909 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $377K as of Q2 2026.
Intergy Private Wealth bought 572 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $55.1K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.09% of Intergy Private Wealth's portfolio in Q2 2026, its #86 holding.
Intergy Private Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and has held it in 8 quarters since.
Intergy Private Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.95M in Q1 2022.
105 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.