JNK β€” SPDR Barclays Cap High Yield B

Ownership history in AGILIS PARTNERS LLC  Β·  23 quarters on record

AI Ownership Summary

AGILIS PARTNERS LLC reported SPDR Barclays Cap High Yield B (JNK) in 23 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.76% in 2024 Q4. The latest visible filing shows JNK at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JNK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AGILIS PARTNERS LLC's position in SPDR Barclays Cap High Yield B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

JNK was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AGILIS PARTNERS LLC held JNK β€” position size vs. price
% of Fund (quarterly)    JNK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 26,483 +177 +0.7% 0.76% $2.5M 2025-02-14 (Est.) $89.52
2024 Q3 ADDED 26,306 +1,946 +8.0% 0.72% $2.6M 2024-11-06 $87.84
2024 Q2 UNCHANGED 24,360 β€” 0% 0.70% $2.3M 2024-08-07 $84.85
2024 Q1 ADDED 24,360 +26 +0.1% 0.59% $2.3M 2024-05-08 $83.01
2023 Q4 ADDED 24,334 +502 +2.1% 0.61% $2.3M 2024-02-09 $82.09
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JNK

As of 2026 Q1 β€” sorted by position size

Silverleafe Capital Partners, LLC 3Y 7Y 4.78% BEACON FINANCIAL GROUP 3Y 7Y 0.02% Hickory Point Bank & Trust 0.0%

FAQ About AGILIS PARTNERS LLC and JNK

These are the practical questions this page is built to answer before you even open the full history table.

How long has AGILIS PARTNERS LLC reported owning JNK?

AGILIS PARTNERS LLC reported JNK across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported JNK position in AGILIS PARTNERS LLC's portfolio?

The largest reported portfolio weight for JNK was 0.76% in 2024 Q4.

What is the latest reported JNK position on this page?

The most recent filing on this page is 2024 Q4, when AGILIS PARTNERS LLC reported 26,483 shares, equal to 0.76% of portfolio, with an estimated market value of $2.5M.

What does the chart on this JNK ownership page compare?

The chart compares AGILIS PARTNERS LLC's quarterly JNK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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