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

LGT Financial 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 Q1	–	Sell	-231	Closed	-$22.5K	–	263
2025 Q4	$22.5K	Sell	231 -231	-50%	-$22.4K	0.14%	97
2025 Q3	$45.3K	Hold	462	–	–	0.1%	130
2025 Q2	$44.9K	Hold	462	–	–	0.11%	104
2025 Q1	$44K	Hold	462	–	–	0.13%	106
2024 Q4	$44.1K	Hold	462	–	–	0.1%	166
2024 Q3	$45.2K	Hold	462	–	–	0.11%	138
2024 Q2	$43.6K	Hold	462	–	–	0.09%	175
2024 Q1	$44K	Hold	462	–	–	0.05%	241
2023 Q4	$43.8K	Hold	462	–	–	0.05%	229
2023 Q3	$41.8K	Sell	462 -68	-13%	-$6.23K	0.05%	231
2023 Q2	$48.8K	Buy	+530	New	+$48.5K	0.05%	165

Other funds holding JNK

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

LGT Financial Advisors's JNK Position: Q1 2026 in Review

LGT Financial Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 231 shares — an estimated $22.5K sold.

LGT Financial Advisors first reported a position in JNK in Q2 2023 and held it in 11 quarters. The position peaked at $48.8K in Q2 2023. 549 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

LGT Financial Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
LGT Financial Advisors sold 231 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $22.5K.
LGT Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2023 and held it in 11 quarters.
LGT Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $48.8K in Q2 2023.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.