JNK β€” ST STRT SPDR BLMBG HGH YLD BND ETF

Ownership history in Graetz Wealth LLC  Β·  1 quarter on record

AI Ownership Summary

Graetz Wealth LLC reported ST STRT SPDR BLMBG HGH YLD BND ETF (JNK) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 3.39% in 2025 Q4. The latest visible filing shows JNK at 3.39% 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.

What this JNK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graetz Wealth LLC's position in ST STRT SPDR BLMBG HGH YLD BND ETF, 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
2025 Q4

JNK was reported at 3.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 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 Graetz Wealth LLC held JNK β€” position size vs. price
% of Fund (quarterly)    JNK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 38,340 β€” β€” 3.39% $3.7M 2026-02-14 (Est.) $96.95

FAQ About Graetz Wealth 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 Graetz Wealth LLC reported owning JNK?

Graetz Wealth LLC reported JNK across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported JNK position in Graetz Wealth LLC's portfolio?

The largest reported portfolio weight for JNK was 3.39% in 2025 Q4.

What is the latest reported JNK position on this page?

The most recent filing on this page is 2025 Q4, when Graetz Wealth LLC reported 38,340 shares, equal to 3.39% of portfolio, with an estimated market value of $3.7M.

What does the chart on this JNK ownership page compare?

The chart compares Graetz Wealth 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.

← Back to Graetz Wealth LLC Holdings