Robertson Stephens Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Robertson Stephens Wealth Management’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	$1.17M	Sell	12,151 -342	-3%	-$32.9K	0.03%	288
2026 Q1	$1.2M	Buy	12,493 +2,514	+25%	+$244K	0.03%	269
2025 Q4	$970K	Sell	9,979 -465	-4%	-$45.2K	0.03%	313
2025 Q3	$1.02M	Buy	10,444 +2,328	+29%	+$226K	0.03%	252
2025 Q2	$789K	Sell	8,116 -60	-0.7%	-$5.7K	0.03%	293
2025 Q1	$779K	Buy	8,176 +6,065	+287%	+$583K	0.03%	296
2024 Q4	$202K	Sell	2,111 -331	-14%	-$31.9K	0.01%	543
2024 Q3	$239K	Buy	+2,442	New	+$234K	0.01%	565
2022 Q4	–	Sell	-3,060	Closed	-$268K	–	421
2022 Q3	$268K	Buy	+3,060	New	+$285K	0.03%	293
2022 Q1	–	Sell	-7,134	Closed	-$774K	–	398
2021 Q4	$774K	Buy	+7,134	New	+$773K	0.07%	207
2021 Q3	–	Sell	-19,837	Closed	-$2.18M	–	327
2021 Q2	$2.18M	Buy	+19,837	New	+$2.16M	0.26%	65
2021 Q1	–	Sell	-28,744	Closed	-$3.13M	–	290
2020 Q4	$3.13M	Buy	28,744 +23,536	+452%	+$2.51M	0.65%	34
2020 Q3	$543K	Sell	5,208 -2,017	-28%	-$211K	0.13%	126
2020 Q2	$730K	Buy	+7,225	New	+$720K	0.21%	87
2020 Q1	–	Sell	-9,493	Closed	-$1.04M	–	187
2019 Q4	$1.04M	Sell	9,493 -20,314	-68%	-$2.2M	0.52%	38
2019 Q3	$3.24M	Buy	+29,807	New	+$3.23M	1.64%	15
2019 Q2	–	Sell	-5,969	Closed	-$644K	–	70
2019 Q1	$644K	Buy	+5,969	New	+$632K	0.55%	34

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

Robertson Stephens Wealth Management's JNK Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 2.7% in Q2 2026, selling an estimated $32.9K and leaving 12,151 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #288.

Robertson Stephens Wealth Management first reported a position in JNK in Q1 2019 and has held it in 17 quarters since. The position peaked at $3.24M in Q3 2019. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Robertson Stephens Wealth Management held 12,151 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.17M as of Q2 2026.
Robertson Stephens Wealth Management sold 342 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $32.9K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #288 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2019 and has held it in 17 quarters since.
Robertson Stephens Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3.24M in Q3 2019.
555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.