Peak Financial Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Peak Financial 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 Q1	$358K	Sell	3,737 -495	-12%	-$48K	0.09%	64
2025 Q4	$411K	Buy	4,232 +55	+1%	+$5.34K	0.11%	61
2025 Q3	$409K	Hold	4,177	–	–	0.11%	62
2025 Q2	$406K	Sell	4,177 -315	-7%	-$29.9K	0.12%	65
2025 Q1	$428K	Buy	4,492 +10	+0.2%	+$962	0.13%	59
2024 Q4	$428K	Hold	4,482	–	–	0.13%	63
2024 Q3	$438K	Buy	4,482 +195	+5%	+$18.7K	0.13%	64
2024 Q2	$404K	Buy	+4,287	New	+$403K	0.13%	63
2023 Q1	–	Sell	-2,410	Closed	-$217K	–	72
2022 Q4	$217K	Buy	+2,410	New	+$218K	0.09%	68
2022 Q1	–	Sell	-3,530	Closed	-$383K	–	80
2021 Q4	$383K	Buy	+3,530	New	+$382K	0.12%	51

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

Peak Financial Management's JNK Position: Q1 2026 in Review

Peak Financial Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 12% in Q1 2026, selling an estimated $48K and leaving 3,737 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #64.

Peak Financial Management first reported a position in JNK in Q4 2021 and has held it in 10 quarters since. The position peaked at $438K in Q3 2024. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Peak Financial Management held 3,737 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $358K as of Q1 2026.
Peak Financial Management sold 495 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $48K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.09% of Peak Financial Management's portfolio in Q1 2026, its #64 holding.
Peak Financial Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and has held it in 10 quarters since.
Peak Financial Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $438K in Q3 2024.
546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

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