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 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

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

KFA Private Wealth Group's JNK Position: Q2 2026 in Review

KFA Private Wealth Group reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.2% in Q2 2026, selling an estimated $8.28K and leaving 6,915 shares worth $666K. The position accounts for 0.16% of the portfolio, ranked #66.

KFA Private Wealth Group first reported a position in JNK in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.6M in Q1 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

KFA Private Wealth Group held 6,915 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $666K as of Q2 2026.
KFA Private Wealth Group sold 86 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $8.28K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.16% of KFA Private Wealth Group's portfolio in Q2 2026, its #66 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 10 quarters since.
KFA Private Wealth Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $5.6M in Q1 2025.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.