Private Client Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Private Client 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	$1.54M	Buy	16,602 +453	+3%	+$43.2K	0.41%	55
2026 Q2	$1.56M	Sell	16,149 -1,124	-7%	-$108K	0.41%	54
2026 Q1	$1.65M	Sell	17,273 -170	-1%	-$16.5K	0.49%	47
2025 Q4	$1.7M	Buy	17,443 +1,383	+9%	+$134K	0.53%	46
2025 Q3	$1.57M	Buy	16,060 +7,448	+86%	+$724K	0.53%	47
2025 Q2	$838K	Buy	8,612 +3,431	+66%	+$326K	0.33%	76
2025 Q1	$494K	Buy	5,181 +2,569	+98%	+$247K	0.24%	87
2024 Q4	$249K	Sell	2,612 -604	-19%	-$58.3K	0.13%	146
2024 Q3	$314K	Buy	3,216 +740	+30%	+$71K	0.17%	116
2024 Q2	$233K	Buy	2,476 +123	+5%	+$11.6K	0.15%	121
2024 Q1	$224K	Sell	2,353 -911	-28%	-$86.2K	0.15%	118
2023 Q4	$309K	Buy	+3,264	New	+$298K	0.25%	102

Other funds holding JNK

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Private Client Services's JNK Position: Q3 2026 in Review

Private Client Services increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 2.8% in Q3 2026, buying an estimated $43.2K and bringing the position to 16,602 shares worth $1.54M. The position accounts for 0.41% of the portfolio, ranked #55.

Private Client Services first reported a position in JNK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.7M in Q4 2025. 29 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

Private Client Services held 16,602 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.54M as of Q3 2026.
Private Client Services bought 453 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $43.2K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.41% of Private Client Services's portfolio in Q3 2026, its #55 holding.
Private Client Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and has held it in 12 quarters since.
Private Client Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.7M in Q4 2025.
29 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.