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Petix & Botte Financial’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Petix & Botte Financial’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 		– Sell
-2,080
Closed -$202K – 140
2025
Q4 		$202K Hold
2,080
– – 0.05% 132
2025
Q3 		$204K Hold
2,080
– – 0.05% 134
2025
Q2 		$202K Buy
+2,080
New +$198K 0.05% 129
2024
Q4 		– Sell
-2,080
Closed -$203K – 130
2024
Q3 		$203K Buy
+2,080
New +$200K 0.05% 123
2024
Q1 		– Sell
-3,088
Closed -$293K – 150
2023
Q4 		$293K Buy
3,088
+157
+5% +$14.3K 0.09% 99
2023
Q3 		$265K Hold
2,931
– – 0.08% 102
2023
Q2 		$270K Buy
2,931
+264
+10% +$24.2K 0.08% 103
2023
Q1 		$248K Buy
+2,667
New +$245K 0.17% 66
2022
Q2 		– Sell
-4,353
Closed -$446K – 92
2022
Q1 		$446K Buy
4,353
+2,202
+102% +$230K 0.14% 70
2021
Q4 		$234K Sell
2,151
-3,290
-60% -$356K 0.15% 75
2021
Q3 		$594K Buy
5,441
+2,421
+80% +$265K 0.2% 61
2021
Q2 		$332K Sell
3,020
-506
-14% -$55.2K 0.23% 63
2021
Q1 		$384K Sell
3,526
-387
-10% -$42K 0.28% 62
2020
Q4 		$426K Sell
3,913
-233
-6% -$24.8K 0.32% 53
2020
Q3 		$431K Sell
4,146
-5,499
-57% -$575K 0.34% 50
2020
Q2 		$488K Buy
9,645
+4,514
+88% +$450K 0.4% 42
2020
Q1 		$486K Sell
5,131
-613
-11% -$64.3K 0.47% 41
2019
Q4 		$628K Buy
+5,744
New +$623K 0.49% 42

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Petix & Botte Financial's JNK Position: Q1 2026 in Review

Petix & Botte Financial sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 2,080 shares — an estimated $202K sold.

Petix & Botte Financial first reported a position in JNK in Q4 2019 and held it in 18 quarters. The position peaked at $628K in Q4 2019. 549 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

  • Petix & Botte Financial reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Petix & Botte Financial sold 2,080 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $202K.
  • Petix & Botte Financial first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and held it in 18 quarters.
  • Petix & Botte Financial's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $628K in Q4 2019.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.