Pinnacle Wealth Planning Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Pinnacle Wealth Planning 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 Q2	$120K	Buy	1,250 +48	+4%	+$4.62K	0.01%	767
2026 Q1	$115K	Hold	1,202	–	–	0.01%	726
2025 Q4	$117K	Buy	+1,202	New	+$117K	0.01%	694
2022 Q1	–	Sell	-1,955	Closed	-$213K	–	462
2021 Q4	$213K	Sell	1,955 -59	-3%	-$6.39K	0.04%	352
2021 Q3	$220K	Sell	2,014 -39	-2%	-$4.27K	0.05%	308
2021 Q2	$225K	Sell	2,053 -26	-1%	-$2.83K	0.05%	294
2021 Q1	$226K	Sell	2,079 -1,485	-42%	-$161K	0.06%	272
2020 Q4	$388K	Sell	3,564 -82	-2%	-$8.74K	0.09%	145
2020 Q3	$380K	Sell	3,646 -7,520	-67%	-$786K	0.13%	126
2020 Q2	$1.13M	Sell	11,166 -1,817	-14%	-$181K	0.37%	52
2020 Q1	$1.23M	Buy	12,983 +2,184	+20%	+$229K	0.58%	36
2019 Q4	$1.18M	Sell	10,799 -20	-0.2%	-$2.17K	0.56%	32
2019 Q3	$1.18M	Sell	10,819 -161	-1%	-$17.5K	0.64%	28
2019 Q2	$1.2M	Sell	10,980 -183	-2%	-$19.7K	0.72%	22
2019 Q1	$1.21M	Buy	11,163 +142	+1%	+$15K	0.81%	21
2018 Q4	$1.11M	Buy	11,021 +7,661	+228%	+$800K	0.71%	25
2018 Q3	$363K	Sell	3,360 -91	-3%	-$9.78K	0.33%	99
2018 Q2	$367K	Sell	3,451 -64	-2%	-$6.87K	0.36%	94
2018 Q1	$378K	Sell	3,515 -9,172	-72%	-$999K	0.39%	89
2017 Q4	$1.4M	Buy	+12,687	New	+$1.41M	2.85%	7

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

Pinnacle Wealth Planning Services's JNK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 4% in Q2 2026, buying an estimated $4.62K and bringing the position to 1,250 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #767.

Pinnacle Wealth Planning Services first reported a position in JNK in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.4M in Q4 2017. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Pinnacle Wealth Planning Services held 1,250 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $120K as of Q2 2026.
Pinnacle Wealth Planning Services bought 48 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $4.62K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #767 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and has held it in 20 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.4M in Q4 2017.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.