LFIA
JNK icon

Legacy Financial Independent Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Legacy Financial Independent Advisors’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 		$206K Hold
2,139
– – 0.1% 119
2026
Q1 		$205K Buy
+2,139
New +$207K 0.11% 109

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

Legacy Financial Independent Advisors's JNK Position: Q2 2026 in Review

Legacy Financial Independent Advisors held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 2,139 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #119.

Legacy Financial Independent Advisors first reported a position in JNK in Q1 2026 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Legacy Financial Independent Advisors held 2,139 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $206K as of Q2 2026.
  • Legacy Financial Independent Advisors left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.1% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #119 holding.
  • Legacy Financial Independent Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.