Concord Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Concord Wealth Partners’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	$989	Buy	+10	New	+$963	﹤0.01%	778
2026 Q1	–	Sell	-10	Closed	-$970	–	516
2025 Q4	$970	Hold	10	–	–	﹤0.01%	729
2025 Q3	$957	Hold	10	–	–	﹤0.01%	741
2025 Q2	$935	Buy	10 +1	+11%	+$95	﹤0.01%	759
2025 Q1	$901	Hold	9	–	–	﹤0.01%	736
2024 Q4	$892	Hold	9	–	–	﹤0.01%	814
2024 Q3	$894	Buy	9 +1	+13%	+$96	﹤0.01%	849
2024 Q2	$754	Sell	8 -3	-27%	-$282	﹤0.01%	742
2024 Q1	$1.03K	Buy	+11	New	+$1.04K	﹤0.01%	790
2023 Q4	–	Sell	-7	Closed	-$645	–	927
2023 Q3	$645	Buy	7 +4	+133%	+$366	﹤0.01%	968
2023 Q2	$262	Buy	+3	New	+$275	﹤0.01%	1013
2023 Q1	–	Hold	0	–	–	–	983
2022 Q4	–	Hold	0	–	–	–	1248
2021 Q1	–	Sell	-32	Closed	-$3K	–	1036
2020 Q4	$3K	Buy	+32	New	+$3.41K	﹤0.01%	471

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

Concord Wealth Partners's JNK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026: 10 shares worth $989. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in JNK as recently as Q4 2025.

Concord Wealth Partners first reported a position in JNK in Q4 2020 and has held it in 12 quarters since. The position peaked at $3K in Q4 2020. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Concord Wealth Partners held 10 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $989 as of Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #778 holding.
Concord Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and has held it in 12 quarters since.
Concord Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3K in Q4 2020.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.