VBFP
JNK icon

Valtinson Bruner Financial Planning’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Valtinson Bruner Financial Planning’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 		$305K Buy
3,168
+800
+34% +$77.1K 0.08% 136
2026
Q1 		$227K Sell
2,368
-1,252
-35% -$121K 0.06% 159
2025
Q4 		$352K Buy
3,620
+283
+8% +$27.5K 0.1% 105
2025
Q3 		$327K Buy
+3,337
New +$324K 0.1% 107

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

Valtinson Bruner Financial Planning's JNK Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 34% in Q2 2026, buying an estimated $77.1K and bringing the position to 3,168 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #136.

Valtinson Bruner Financial Planning first reported a position in JNK in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Valtinson Bruner Financial Planning held 3,168 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $305K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 800 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $77.1K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #136 holding.
  • Valtinson Bruner Financial Planning first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Valtinson Bruner Financial Planning's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $352K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.