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

Simplicity Wealth’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	$1.62M	Sell	16,838 -11,418	-40%	-$1.1M	0.05%	320
2026 Q1	$2.7M	Buy	28,256 +2,562	+10%	+$248K	0.15%	138
2025 Q4	$2.5M	Sell	25,694 -338	-1%	-$32.8K	0.15%	149
2025 Q3	$2.55M	Buy	26,032 +15,103	+138%	+$1.47M	0.15%	151
2025 Q2	$1.06M	Sell	10,929 -9,142	-46%	-$868K	0.04%	318
2025 Q1	$1.91M	Buy	20,071 +14,804	+281%	+$1.42M	0.15%	155
2024 Q4	$503K	Sell	5,267 -21	-0.4%	-$2.03K	0.1%	166
2024 Q3	$517K	Sell	5,288 -2,568	-33%	-$246K	0.05%	286
2024 Q2	$741K	Buy	7,856 +2,759	+54%	+$259K	0.02%	618
2024 Q1	$485K	Buy	+5,097	New	+$482K	0.01%	749

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

Simplicity Wealth's JNK Position: Q2 2026 in Review

Simplicity Wealth reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 40% in Q2 2026, selling an estimated $1.1M and leaving 16,838 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #320.

Simplicity Wealth first reported a position in JNK in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.7M in Q1 2026. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Simplicity Wealth held 16,838 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.62M as of Q2 2026.
Simplicity Wealth sold 11,418 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $1.1M.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #320 holding.
Simplicity Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.7M in Q1 2026.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.