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Pacific Excel Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Pacific Excel Wealth 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 		– Sell
-5,834
Closed -$559K – 285
2026
Q1 		$559K Buy
5,834
+3,374
+137% +$327K 0.59% 63
2025
Q4 		$239K Buy
+2,460
New +$239K 0.45% 80

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

Pacific Excel Wealth Advisors's JNK Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026, closing a stake of 5,834 shares — an estimated $559K sold.

Pacific Excel Wealth Advisors first reported a position in JNK in Q4 2025 and held it in 2 quarters. The position peaked at $559K in Q1 2026. 554 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 5,834 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $559K.
  • Pacific Excel Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $559K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.