RIA
JNK icon

Regal Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Regal Investment Advisors’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 		$4.08M Buy
42,582
+629
+1% +$61K 0.24% 112
2025
Q4 		$4.08M Buy
41,953
+1,319
+3% +$128K 0.24% 106
2025
Q3 		$3.98M Buy
40,634
+2,061
+5% +$200K 0.26% 104
2025
Q2 		$3.75M Buy
38,573
+537
+1% +$51K 0.28% 93
2025
Q1 		$3.62M Buy
38,036
+459
+1% +$44.1K 0.29% 90
2024
Q4 		$3.59M Sell
37,577
-1,182
-3% -$114K 0.27% 104
2024
Q3 		$3.79M Buy
38,759
+1,546
+4% +$148K 0.27% 111
2024
Q2 		$3.51M Buy
37,213
+1,186
+3% +$112K 0.23% 122
2024
Q1 		$3.43M Buy
36,027
+790
+2% +$74.7K 0.23% 123
2023
Q4 		$3.34M Sell
35,237
-1,076
-3% -$98.2K 0.25% 118
2023
Q3 		$3.28M Buy
36,313
+1,693
+5% +$155K 0.28% 103
2023
Q2 		$3.19M Buy
34,620
+3,206
+10% +$294K 0.27% 97
2023
Q1 		$2.92M Buy
31,414
+728
+2% +$66.9K 0.26% 109
2022
Q4 		$2.76M Buy
30,686
+1,040
+4% +$94K 0.27% 99
2022
Q3 		$2.6M Sell
29,646
-66
-0.2% -$6.15K 0.27% 97
2022
Q2 		$2.69M Buy
29,712
+2,440
+9% +$235K 0.28% 92
2022
Q1 		$2.79M Sell
27,272
-1,589
-6% -$166K 0.26% 104
2021
Q4 		$3.13M Sell
28,861
-8,516
-23% -$923K 0.28% 91
2021
Q3 		$4.09M Buy
37,377
+745
+2% +$81.6K 0.4% 66
2021
Q2 		$4.03M Buy
36,632
+15,499
+73% +$1.69M 0.4% 67
2021
Q1 		$2.3M Sell
21,133
-4,673
-18% -$508K 2.33% 15
2020
Q4 		$2.81M Buy
25,806
+6,162
+31% +$657K 0.32% 81
2020
Q3 		$2.05M Sell
19,644
-29,618
-60% -$3.1M 2.42% 16
2020
Q2 		$4.98M Buy
49,262
+30,155
+158% +$3M 0.91% 26
2020
Q1 		$1.81M Sell
19,107
-4,017
-17% -$422K 2.66% 13
2019
Q4 		$2.53M Buy
23,124
+853
+4% +$92.5K 0.46% 65
2019
Q3 		$2.42M Buy
22,271
+732
+3% +$79.4K 0.47% 60
2019
Q2 		$2.35M Buy
21,539
+691
+3% +$74.6K 0.46% 65
2019
Q1 		$2.25M Buy
20,848
+279
+1% +$29.5K 0.46% 64
2018
Q4 		$2.07M Buy
20,569
+331
+2% +$34.6K 0.45% 64
2018
Q3 		$2.19M Buy
20,238
+6,669
+49% +$717K 0.46% 65
2018
Q2 		$1.44M Sell
13,569
-4,419
-25% -$475K 0.44% 81
2018
Q1 		$1.94M Buy
17,988
+437
+2% +$47.6K 0.43% 71
2017
Q4 		$1.93M Buy
17,551
+938
+6% +$104K 0.43% 80
2017
Q3 		$1.86M Buy
16,613
+5
+0% +$557 0.43% 82
2017
Q2 		$1.85M Buy
16,608
+796
+5% +$88.5K 0.46% 84
2017
Q1 		$1.75M Sell
15,812
-10,582
-40% -$1.17M 0.46% 74
2016
Q4 		$2.89M Buy
26,394
+14,075
+114% +$1.53M 0.8% 43
2016
Q3 		$1.36M Buy
12,319
+588
+5% +$64K 0.39% 85
2016
Q2 		$1.26M Sell
11,731
-3,150
-21% -$330K 0.35% 94
2016
Q1 		$1.53M Buy
14,881
+3,850
+35% +$384K 0.41% 76
2015
Q4 		$1.12M Buy
11,031
+3,331
+43% +$353K 0.29% 99
2015
Q3 		$823K Sell
7,700
-30,586
-80% -$3.42M 0.21% 119
2015
Q2 		$4.41M Buy
38,286
+26,933
+237% +$3.16M 1.19% 9
2015
Q1 		$1.34M Buy
11,353
+697
+7% +$81.8K 0.33% 90
2014
Q4 		$1.23M Buy
10,656
+1,012
+10% +$120K 0.33% 90
2014
Q3 		$1.16M Sell
9,644
-42,732
-82% -$5.25M 0.35% 83
2014
Q2 		$6.56M Buy
52,376
+18,923
+57% +$2.35M 2.34% 2
2014
Q1 		$4.15M Buy
33,453
+18,643
+126% +$2.29M 1.76% 2
2013
Q4 		$1.8M Buy
14,810
+6,212
+72% +$753K 1.03% 16
2013
Q3 		$1.03M Sell
8,598
-19,633
-70% -$2.35M 0.6% 64
2013
Q2 		$3.35M Buy
+28,231
New +$3.46M 1.85% 7

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 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 $123B AUM 34.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Regal Investment Advisors's JNK Position: Q1 2026 in Review

Regal Investment Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.5% in Q1 2026, buying an estimated $61K and bringing the position to 42,582 shares worth $4.08M. The position accounts for 0.24% of the portfolio, ranked #112.

Regal Investment Advisors first reported a position in JNK in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.56M in Q2 2014. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

  • Regal Investment Advisors held 42,582 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $4.08M as of Q1 2026.
  • Regal Investment Advisors bought 629 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $61K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.24% of Regal Investment Advisors's portfolio in Q1 2026, its #112 holding.
  • Regal Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Regal Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $6.56M in Q2 2014.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.