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

Yoffe 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	$473K	Hold	4,905	–	–	0.54%	66
2026 Q1	$469K	Hold	4,905	–	–	0.6%	65
2025 Q4	$477K	Hold	4,905	–	–	0.61%	63
2025 Q3	$481K	Hold	4,905	–	–	0.63%	62
2025 Q2	$477K	Buy	4,905 +1	+0%	+$95	0.65%	57
2025 Q1	$467K	Sell	4,904 -1	-0%	-$96	0.69%	54
2024 Q4	$468K	Buy	+4,905	New	+$473K	0.7%	49

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

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

Yoffe Investment Management held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 4,905 shares worth $473K. The position accounts for 0.54% of the portfolio, ranked #66.

Yoffe Investment Management first reported a position in JNK in Q4 2024 and has held it in 7 quarters since. The position peaked at $481K in Q3 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Yoffe Investment Management held 4,905 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $473K as of Q2 2026.
Yoffe 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 0.54% of Yoffe Investment Management's portfolio in Q2 2026, its #66 holding.
Yoffe Investment Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Yoffe Investment Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $481K 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 Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.