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

Measured Wealth Private Client 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	$12.7K	Hold	132	–	–	﹤0.01%	554
2026 Q1	$12.6K	Hold	132	–	–	﹤0.01%	548
2025 Q4	$12.8K	Hold	132	–	–	﹤0.01%	538
2025 Q3	$12.9K	Buy	+132	New	+$12.8K	﹤0.01%	531
2022 Q2	–	Sell	-3,681	Closed	-$377K	–	190
2022 Q1	$377K	Sell	3,681 -5,224	-59%	-$545K	0.14%	89
2021 Q4	$967K	Sell	8,905 -1,609	-15%	-$174K	0.34%	44
2021 Q3	$1.15M	Sell	10,514 -13,545	-56%	-$1.48M	0.44%	36
2021 Q2	$2.65M	Buy	24,059 +1,187	+5%	+$129K	0.84%	20
2021 Q1	$2.49M	Buy	22,872 +644	+3%	+$70K	0.88%	18
2020 Q4	$2.42M	Buy	22,228 +3,832	+21%	+$409K	1.01%	16
2020 Q3	$1.92M	Buy	18,396 +1,118	+6%	+$117K	0.93%	17
2020 Q2	$1.75M	Sell	17,278 -2,556	-13%	-$255K	1.02%	15
2020 Q1	$1.88M	Sell	19,834 -1,325	-6%	-$139K	1.46%	12
2019 Q4	$2.32M	Buy	21,159 +1,924	+10%	+$209K	1.55%	11
2019 Q3	$2.09M	Buy	19,235 +5,545	+41%	+$601K	1.35%	16
2019 Q2	$1.49M	Buy	13,690 +5,538	+68%	+$597K	0.86%	20
2019 Q1	$880K	Buy	8,152 +59	+0.7%	+$6.25K	0.54%	36
2018 Q4	$816K	Sell	8,093 -440	-5%	-$46K	0.74%	25
2018 Q3	$923K	Hold	8,533	–	–	0.55%	25
2018 Q2	$908K	Buy	+8,533	New	+$917K	0.74%	23
2017 Q3	$1.15M	Buy	+10,285	New	+$1.15M	1.57%	15

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

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

Measured Wealth Private Client Group held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 132 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Measured Wealth Private Client Group first reported a position in JNK in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.65M in Q2 2021. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Measured Wealth Private Client Group held 132 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $12.7K as of Q2 2026.
Measured Wealth Private Client Group 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 ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #554 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2017 and has held it in 21 quarters since.
Measured Wealth Private Client Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.65M in Q2 2021.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.