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

SHP 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 Q1	–	Sell	-146	Closed	-$14.2K	–	1872
2025 Q4	$14.2K	Buy	+146	New	+$14.2K	﹤0.01%	750

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SHP Wealth Management's JNK Position: Q1 2026 in Review

SHP Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 146 shares — an estimated $14.2K sold.

SHP Wealth Management first reported a position in JNK in Q4 2025 and held it in 1 quarter. The position peaked at $14.2K in Q4 2025. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

SHP Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 146 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $14.2K.
SHP Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $14.2K in Q4 2025.
546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.