Sequoia Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Sequoia Financial 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 Q2	$537K	Sell	5,570 -1,402	-20%	-$135K	﹤0.01%	1305
2026 Q1	$667K	Sell	6,972 -1,675	-19%	-$162K	﹤0.01%	1096
2025 Q4	$841K	Sell	8,647 -10,842	-56%	-$1.05M	﹤0.01%	978
2025 Q3	$1.91M	Sell	19,489 -9,313	-32%	-$905K	0.01%	543
2025 Q2	$2.8M	Sell	28,802 -57,272	-67%	-$5.44M	0.02%	398
2025 Q1	$8.2M	Sell	86,074 -40,125	-32%	-$3.86M	0.06%	214
2024 Q4	$12M	Buy	+126,199	New	+$12.2M	0.12%	157

Other funds holding JNK

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Sequoia Financial Advisors's JNK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 20% in Q2 2026, selling an estimated $135K and leaving 5,570 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Sequoia Financial Advisors first reported a position in JNK in Q4 2024 and has held it in 7 quarters since. The position peaked at $12M in Q4 2024. 559 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Sequoia Financial Advisors held 5,570 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $537K as of Q2 2026.
Sequoia Financial Advisors sold 1,402 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $135K.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1305 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $12M in Q4 2024.
559 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.