Sterling Investment Counsel’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Sterling Investment Counsel’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	$279K	Buy	2,895 +39	+1%	+$3.76K	0.07%	161
2026 Q1	$273K	Sell	2,856 -982	-26%	-$95.2K	0.08%	157
2025 Q4	$366K	Buy	+3,838	New	+$373K	0.11%	123
2025 Q3	–	Sell	-3,281	Closed	-$319K	–	158
2025 Q2	$319K	Sell	3,281 -812	-20%	-$77.1K	0.19%	91
2025 Q1	$390K	Buy	4,093 +804	+24%	+$77.3K	0.13%	110
2024 Q4	$314K	Buy	3,289 +54	+2%	+$5.21K	0.21%	90
2024 Q3	$316K	Hold	3,235	–	–	0.11%	124
2024 Q2	$305K	Sell	3,235 -758	-19%	-$71.3K	0.12%	117
2024 Q1	$380K	Buy	3,993 +770	+24%	+$72.8K	0.18%	92
2023 Q4	$305K	Buy	3,223 +8	+0.2%	+$730	0.16%	110
2023 Q3	$291K	Sell	3,215 -1	-0%	-$92	0.17%	108
2023 Q2	$296K	Buy	+3,216	New	+$294K	0.16%	113
2023 Q1	–	Sell	-3,143	Closed	-$283K	–	163
2022 Q4	$283K	Buy	+3,143	New	+$284K	0.17%	119
2022 Q1	–	Sell	-1,860	Closed	-$202K	–	157
2021 Q4	$202K	Buy	+1,860	New	+$201K	0.14%	137

Other funds holding JNK

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Sterling Investment Counsel's JNK Position: Q2 2026 in Review

Sterling Investment Counsel increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.4% in Q2 2026, buying an estimated $3.76K and bringing the position to 2,895 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #161.

Sterling Investment Counsel first reported a position in JNK in Q4 2021 and has held it in 14 quarters since. The position peaked at $390K in Q1 2025. 163 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Sterling Investment Counsel held 2,895 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $279K as of Q2 2026.
Sterling Investment Counsel bought 39 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $3.76K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.07% of Sterling Investment Counsel's portfolio in Q2 2026, its #161 holding.
Sterling Investment Counsel first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and has held it in 14 quarters since.
Sterling Investment Counsel's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $390K in Q1 2025.
163 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.