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

Valley Wealth Managers’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 		$38.8K Hold
403
– – ﹤0.01% 230
2026
Q1 		$38.6K Hold
403
– – ﹤0.01% 224
2025
Q4 		$39.2K Sell
403
-179
-31% -$17.4K ﹤0.01% 229
2025
Q3 		$57K Hold
582
– – ﹤0.01% 201
2025
Q2 		$56.6K Buy
+582
New +$55.3K ﹤0.01% 196

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Valley Wealth Managers's JNK Position: Q2 2026 in Review

Valley Wealth Managers held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 403 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Valley Wealth Managers first reported a position in JNK in Q2 2025 and has held it in 5 quarters since. The position peaked at $57K in Q3 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Valley Wealth Managers held 403 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $38.8K as of Q2 2026.
  • Valley Wealth Managers left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #230 holding.
  • Valley Wealth Managers first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Valley Wealth Managers's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $57K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.