Pinnacle Wealth Planning Services
JNK icon

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
Q3 		$112K Sell
1,207
-43
-3% -$4.1K 0.01% 800
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% -$2.84K 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 		$1.2M 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% -$9.8K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's JNK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 3.4% in Q3 2026, selling an estimated $4.1K and leaving 1,207 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #800.

Pinnacle Wealth Planning Services first reported a position in JNK in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.4M in Q4 2017. 344 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,207 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $112K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 43 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $4.1K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #800 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 21 quarters since.
  • Pinnacle Wealth Planning Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.4M in Q4 2017.
  • 344 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.