WealthPlan Investment Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

WealthPlan Investment Management’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	$244K	Hold	2,530	–	–	0.01%	424
2026 Q1	$242K	Buy	+2,530	New	+$245K	0.01%	423
2023 Q1	–	Sell	-5,708	Closed	-$525K	–	512
2022 Q4	$525K	Sell	5,708 -182	-3%	-$16.4K	0.04%	248
2022 Q3	$540K	Buy	+5,890	New	+$549K	0.04%	235
2022 Q1	$1.01M	Buy	+10,380	New	+$1.08M	0.07%	170

Other funds holding JNK

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

WealthPlan Investment Management's JNK Position: Q2 2026 in Review

WealthPlan Investment Management held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 2,530 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #424.

WealthPlan Investment Management first reported a position in JNK in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2022. 559 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

WealthPlan Investment Management held 2,530 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $244K as of Q2 2026.
WealthPlan Investment Management 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 WealthPlan Investment Management's portfolio in Q2 2026, its #424 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2022 and has held it in 5 quarters since.
WealthPlan Investment Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.01M in Q1 2022.
559 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.