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Investments & Financial Planning LLC’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Investments & Financial Planning LLC’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 		$223K Buy
2,311
+16
+0.7% +$1.54K 0.11% 37
2026
Q1 		$220K Buy
2,295
+8
+0.3% +$775 0.12% 34
2025
Q4 		$222K Sell
2,287
-188
-8% -$18.3K 0.12% 33
2025
Q3 		$243K Buy
2,475
+19
+0.8% +$1.85K 0.13% 34
2025
Q2 		$239K Sell
2,456
-90
-4% -$8.55K 0.14% 33
2025
Q1 		$243K Sell
2,546
-1
-0% -$96 0.16% 30
2024
Q4 		$243K Sell
2,547
-225
-8% -$21.7K 0.15% 31
2024
Q3 		$271K Sell
2,772
-32
-1% -$3.07K 0.17% 30
2024
Q2 		$264K Buy
2,804
+34
+1% +$3.2K 0.18% 29
2024
Q1 		$264K Sell
2,770
-117
-4% -$11.1K 0.18% 29
2023
Q4 		$273K Sell
2,887
-9
-0.3% -$822 0.2% 29
2023
Q3 		$262K Buy
2,896
+43
+2% +$3.94K 0.23% 31
2023
Q2 		$263K Sell
2,853
-149
-5% -$13.6K 0.23% 31
2023
Q1 		$279K Buy
3,002
+37
+1% +$3.4K 0.26% 31
2022
Q4 		$267K Buy
+2,965
New +$268K 0.26% 31
2022
Q2 		$266K Sell
2,932
-277
-9% -$26.7K 0.27% 32
2022
Q1 		$329K Buy
3,209
+30
+0.9% +$3.13K 0.29% 26
2021
Q4 		$329K Buy
+3,179
New +$344K 0.3% 26

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

Investments & Financial Planning LLC's JNK Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 0.7% in Q2 2026, buying an estimated $1.54K and bringing the position to 2,311 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #37.

Investments & Financial Planning LLC first reported a position in JNK in Q4 2021 and has held it in 18 quarters since. The position peaked at $329K in Q1 2022. 558 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Investments & Financial Planning LLC held 2,311 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $223K as of Q2 2026.
  • Investments & Financial Planning LLC bought 16 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $1.54K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.11% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #37 holding.
  • Investments & Financial Planning LLC first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Investments & Financial Planning LLC's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $329K in Q1 2022.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.