Personal CFO Solutions’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Personal CFO Solutions’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	$1.59M	Buy	16,531 +1,612	+11%	+$155K	0.23%	73
2026 Q1	$1.43M	Sell	14,919 -2,341	-14%	-$227K	0.2%	83
2025 Q4	$1.68M	Buy	17,260 +175	+1%	+$17K	0.27%	62
2025 Q3	$1.67M	Buy	17,085 +55	+0.3%	+$5.34K	0.29%	61
2025 Q2	$1.66M	Sell	17,030 -427	-2%	-$40.5K	0.31%	59
2025 Q1	$1.66M	Buy	17,457 +781	+5%	+$75.1K	0.34%	55
2024 Q4	$1.59M	Buy	16,676 +400	+2%	+$38.6K	0.31%	59
2024 Q3	$1.59M	Sell	16,276 -603	-4%	-$57.9K	0.22%	85
2024 Q2	$1.59M	Sell	16,879 -1,165	-6%	-$110K	0.24%	78
2024 Q1	$1.72M	Sell	18,044 -935	-5%	-$88.4K	0.27%	74
2023 Q4	$1.8M	Sell	18,979 -1,443	-7%	-$132K	0.31%	58
2023 Q3	$1.85M	Sell	20,422 -1,779	-8%	-$163K	0.36%	61
2023 Q2	$2.04M	Buy	22,201 +19,744	+804%	+$1.81M	0.41%	58
2023 Q1	$228K	Sell	2,457 -21,657	-90%	-$1.99M	0.05%	405
2022 Q4	$2.17M	Buy	24,114 +21,657	+881%	+$1.96M	0.46%	45
2022 Q3	$216K	Sell	2,457 -18	-0.7%	-$1.68K	0.05%	351
2022 Q2	$225K	Hold	2,475	–	–	0.05%	356
2022 Q1	$254K	Sell	2,475 -10,462	-81%	-$1.09M	0.05%	379
2021 Q4	$1.41M	Buy	12,937 +517	+4%	+$56K	0.26%	70
2021 Q3	$1.36M	Sell	12,420 -422	-3%	-$46.2K	0.28%	71
2021 Q2	$1.41M	Buy	12,842 +769	+6%	+$83.8K	0.29%	69
2021 Q1	$1.31M	Buy	12,073 +72	+0.6%	+$7.82K	0.28%	69
2020 Q4	$1.31M	Buy	12,001 +590	+5%	+$62.9K	0.32%	66
2020 Q3	$1M	Buy	+11,411	New	+$1.19M	0.33%	91
2020 Q2	–	Sell	-16,501	Closed	-$1.56M	–	340
2020 Q1	$1.56M	Buy	16,501 +4,615	+39%	+$484K	0.56%	41
2019 Q4	$1.3M	Buy	11,886 +201	+2%	+$21.8K	0.37%	53
2019 Q3	$1.28M	Buy	+11,685	New	+$1.27M	0.51%	43

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

Personal CFO Solutions's JNK Position: Q2 2026 in Review

Personal CFO Solutions increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 11% in Q2 2026, buying an estimated $155K and bringing the position to 16,531 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #73.

Personal CFO Solutions first reported a position in JNK in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.17M in Q4 2022. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Personal CFO Solutions held 16,531 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.59M as of Q2 2026.
Personal CFO Solutions bought 1,612 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $155K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.23% of Personal CFO Solutions's portfolio in Q2 2026, its #73 holding.
Personal CFO Solutions first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2019 and has held it in 27 quarters since.
Personal CFO Solutions's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.17M in Q4 2022.
555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.