Novak & Powell Financial Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Novak & Powell Financial Services’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	$586K	Buy	6,117 +68	+1%	+$6.59K	0.32%	72
2025 Q4	$588K	Buy	6,049 +128	+2%	+$12.4K	0.31%	70
2025 Q3	$580K	Buy	5,921 +97	+2%	+$9.42K	0.31%	74
2025 Q2	$566K	Buy	5,824 +97	+2%	+$9.21K	0.39%	60
2025 Q1	$546K	Buy	5,727 +63	+1%	+$6.06K	0.34%	73
2024 Q4	$541K	Buy	5,664 +122	+2%	+$11.8K	0.32%	69
2024 Q3	$542K	Buy	5,542 +79	+1%	+$7.58K	0.31%	74
2024 Q2	$515K	Buy	5,463 +91	+2%	+$8.55K	0.32%	74
2024 Q1	$511K	Buy	5,372 +71	+1%	+$6.72K	0.38%	65
2023 Q4	$502K	Buy	+5,301	New	+$484K	0.34%	75

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

OPAM

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

Novak & Powell Financial Services's JNK Position: Q1 2026 in Review

Novak & Powell Financial Services increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.1% in Q1 2026, buying an estimated $6.59K and bringing the position to 6,117 shares worth $586K. The position accounts for 0.32% of the portfolio, ranked #72.

Novak & Powell Financial Services first reported a position in JNK in Q4 2023 and has held it in 10 quarters since. The position peaked at $588K in Q4 2025. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Novak & Powell Financial Services held 6,117 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $586K as of Q1 2026.
Novak & Powell Financial Services bought 68 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $6.59K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.32% of Novak & Powell Financial Services's portfolio in Q1 2026, its #72 holding.
Novak & Powell Financial Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $588K in Q4 2025.
546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.