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

Jessup 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	$13.3M	Buy	137,830 +3,047	+2%	+$294K	3.96%	9
2026 Q1	$12.9M	Buy	134,783 +1,850	+1%	+$179K	4.71%	5
2025 Q4	$12.9M	Buy	132,933 +7,229	+6%	+$702K	4.27%	5
2025 Q3	$12.3M	Buy	125,704 +14,724	+13%	+$1.43M	4.59%	7
2025 Q2	$10.8M	Sell	110,980 -4,073	-4%	-$387K	4.33%	5
2025 Q1	$11M	Buy	115,053 +2,199	+2%	+$212K	4.61%	4
2024 Q4	$10.8M	Buy	112,854 +4,274	+4%	+$413K	4.59%	5
2024 Q3	$10.6M	Sell	108,580 -2,140	-2%	-$205K	4.87%	5
2024 Q2	$10.4M	Buy	110,720 +1,825	+2%	+$172K	4.45%	5
2024 Q1	$10.4M	Buy	108,895 +12,361	+13%	+$1.17M	4.44%	4
2023 Q4	$9.14M	Buy	96,534 +35,921	+59%	+$3.28M	4.57%	5
2023 Q3	$5.48M	Buy	60,613 +2,258	+4%	+$207K	3.16%	12
2023 Q2	$5.37M	Buy	58,355 +75	+0.1%	+$6.87K	2.87%	11
2023 Q1	$5.41M	Buy	58,280 +2,239	+4%	+$206K	3.21%	7
2022 Q4	$5.04M	Buy	+56,041	New	+$5.06M	3.2%	9

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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

Jessup Wealth Management's JNK Position: Q2 2026 in Review

Jessup Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 2.3% in Q2 2026, buying an estimated $294K and bringing the position to 137,830 shares worth $13.3M. The position accounts for 3.96% of the portfolio, ranked #9.

Jessup Wealth Management first reported a position in JNK in Q4 2022 and has held it in 15 quarters since. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Jessup Wealth Management held 137,830 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $13.3M as of Q2 2026.
Jessup Wealth Management bought 3,047 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $294K.
State Street SPDR Bloomberg High Yield Bond ETF made up 3.96% of Jessup Wealth Management's portfolio in Q2 2026, its #9 holding.
Jessup Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.