Stonehaven Wealth & Tax Solutions’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$519K	Buy	+5,390	New	+$519K	0.42%	42
2025 Q4	–	Sell	-6,113	Closed	-$599K	–	94
2025 Q3	$599K	Sell	6,113 -4	-0.1%	-$389	0.55%	32
2025 Q2	$595K	Buy	6,117 +1	+0%	+$95	0.58%	33
2025 Q1	$583K	Sell	6,116 -997	-14%	-$95.9K	0.62%	33
2024 Q4	$679K	Buy	+7,113	New	+$687K	0.74%	38

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

Stonehaven Wealth & Tax Solutions's JNK Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026: 5,390 shares worth $519K. The stake represents 0.42% of the portfolio and ranks #42 among its holdings. This is a return to the name: Stonehaven Wealth & Tax Solutions previously reported a position in JNK as recently as Q3 2025.

Stonehaven Wealth & Tax Solutions first reported a position in JNK in Q4 2024 and has held it in 5 quarters since. The position peaked at $679K in Q4 2024. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 5,390 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $519K as of Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.42% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #42 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and has held it in 5 quarters since.
Stonehaven Wealth & Tax Solutions's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $679K in Q4 2024.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.