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

True Wealth Design’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 Q3	–	Sell	-166	Closed	-$16K	–	2685
2026 Q2	$16K	Hold	166	–	–	﹤0.01%	900
2026 Q1	$15.9K	Hold	166	–	–	﹤0.01%	806
2025 Q4	$16.1K	Hold	166	–	–	﹤0.01%	677
2025 Q3	$16.3K	Hold	166	–	–	0.01%	681
2025 Q2	$16.1K	Hold	166	–	–	0.01%	441
2025 Q1	$15.8K	Hold	166	–	–	0.01%	376
2024 Q4	$15.8K	Hold	166	–	–	0.01%	350
2024 Q3	$16.2K	Hold	166	–	–	0.01%	352
2024 Q2	$15.6K	Hold	166	–	–	﹤0.01%	221
2024 Q1	$15.8K	Hold	166	–	–	﹤0.01%	225
2023 Q4	$15.7K	Hold	166	–	–	﹤0.01%	217
2023 Q3	$15K	Hold	166	–	–	0.01%	189
2023 Q2	$15.3K	Hold	166	–	–	0.01%	202
2023 Q1	$15.4K	Hold	166	–	–	0.01%	215
2022 Q4	$14.9K	Buy	+166	New	+$15K	0.01%	200

Other funds holding JNK

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

BBFA

Brindle & Bay Financial Advisors Frisco, Texas $268M AUM 13.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $139M AUM 12.13% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's JNK Position: Q3 2026 in Review

True Wealth Design sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2026, closing a stake of 166 shares — an estimated $16K sold.

True Wealth Design first reported a position in JNK in Q4 2022 and held it in 15 quarters. The position peaked at $16.3K in Q3 2025. 50 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

True Wealth Design reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 166 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $16K.
True Wealth Design first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 15 quarters.
True Wealth Design's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $16.3K in Q3 2025.
50 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.