Milestone Asset Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Milestone Asset Management’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	$5.43M	Buy	58,557 +46,618	+390%	+$4.45M	0.86%	30
2026 Q2	$1.15M	Buy	+11,939	New	+$1.15M	0.18%	125
2025 Q2	–	Sell	-72,820	Closed	-$6.94M	–	228
2025 Q1	$6.94M	Buy	72,820 +52,608	+260%	+$5.06M	1.48%	11
2024 Q4	$1.93M	Buy	20,212 +9,367	+86%	+$904K	0.43%	62
2024 Q3	$1.06M	Sell	10,845 -273	-2%	-$26.2K	0.24%	88
2024 Q2	$1.05M	Buy	+11,118	New	+$1.05M	0.26%	80

Other funds holding JNK

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

BBFA

Brindle & Bay Financial Advisors Frisco, Texas $268M AUM 13.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $139M AUM 12.13% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Milestone Asset Management's JNK Position: Q3 2026 in Review

Milestone Asset Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 390% in Q3 2026, buying an estimated $4.45M and bringing the position to 58,557 shares worth $5.43M. The position accounts for 0.86% of the portfolio, ranked #30.

Milestone Asset Management first reported a position in JNK in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.94M in Q1 2025. 51 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

Milestone Asset Management held 58,557 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $5.43M as of Q3 2026.
Milestone Asset Management bought 46,618 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $4.45M.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.86% of Milestone Asset Management's portfolio in Q3 2026, its #30 holding.
Milestone Asset Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2024 and has held it in 6 quarters since.
Milestone Asset Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $6.94M in Q1 2025.
51 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.