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 Q3	$393K	Buy	4,233 +324	+8%	+$30.9K	0.09%	83
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Brindle & Bay Financial Advisors Frisco, Texas $268M AUM 13.55% 1-Year Est. Return

Intergy Private Wealth's JNK Position: Q3 2026 in Review

Intergy Private Wealth increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 8.3% in Q3 2026, buying an estimated $30.9K and bringing the position to 4,233 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #83.

Intergy Private Wealth first reported a position in JNK in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.95M in Q1 2022. 110 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

Intergy Private Wealth held 4,233 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $393K as of Q3 2026.
Intergy Private Wealth bought 324 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $30.9K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.09% of Intergy Private Wealth's portfolio in Q3 2026, its #83 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 9 quarters since.
Intergy Private Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.95M in Q1 2022.
110 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.