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

KFA Private Wealth Group’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	$607K	Sell	6,541 -374	-5%	-$35.7K	0.14%	70
2026 Q2	$666K	Sell	6,915 -86	-1%	-$8.28K	0.16%	66
2026 Q1	$670K	Sell	7,001 -47,874	-87%	-$4.64M	0.16%	68
2025 Q4	$5.33M	Buy	54,875 +2,402	+5%	+$233K	1.3%	18
2025 Q3	$5.14M	Buy	52,473 +6,483	+14%	+$630K	1.47%	18
2025 Q2	$4.47M	Sell	45,990 -12,785	-22%	-$1.21M	1.39%	18
2025 Q1	$5.6M	Buy	58,775 +4,284	+8%	+$412K	1.96%	16
2024 Q4	$5.2M	Buy	54,491 +10,475	+24%	+$1.01M	2.18%	12
2024 Q3	$4.3M	Buy	44,016 +23,318	+113%	+$2.24M	2.05%	13
2024 Q2	$1.95M	Buy	20,698 +15,426	+293%	+$1.45M	1.01%	23
2024 Q1	$502K	Buy	+5,272	New	+$499K	0.16%	60

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

KFA Private Wealth Group's JNK Position: Q3 2026 in Review

KFA Private Wealth Group reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 5.4% in Q3 2026, selling an estimated $35.7K and leaving 6,541 shares worth $607K. The position accounts for 0.14% of the portfolio, ranked #70.

KFA Private Wealth Group first reported a position in JNK in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.6M in Q1 2025. 288 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

KFA Private Wealth Group held 6,541 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $607K as of Q3 2026.
KFA Private Wealth Group sold 374 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $35.7K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.14% of KFA Private Wealth Group's portfolio in Q3 2026, its #70 holding.
KFA Private Wealth Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2024 and has held it in 11 quarters since.
KFA Private Wealth Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $5.6M in Q1 2025.
288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.