EPG Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

EPG Wealth 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	$88.7K	Hold	920	–	–	0.02%	211
2026 Q1	$88.1K	Hold	920	–	–	0.02%	211
2025 Q4	$89.4K	Hold	920	–	–	0.02%	210
2025 Q3	$90.2K	Hold	920	–	–	0.02%	206
2025 Q2	$89.5K	Hold	920	–	–	0.03%	205
2025 Q1	$87.7K	Hold	920	–	–	0.02%	260
2024 Q4	$87.8K	Hold	920	–	–	0.02%	264
2024 Q3	$90K	Buy	+920	New	+$88.3K	0.02%	267
2024 Q2	–	Sell	-966	Closed	-$90.8K	–	282
2024 Q1	$92K	Hold	966	–	–	0.02%	284
2023 Q4	$90.6K	Sell	966 -9	-0.9%	-$822	0.02%	272
2023 Q3	$88.1K	Hold	975	–	–	0.03%	267
2023 Q2	$89.7K	Sell	975 -100	-9%	-$9.15K	0.03%	265
2023 Q1	$99.8K	Buy	1,075 +1,066	+11,844%	+$97.9K	0.03%	263
2022 Q4	$810	Hold	9	–	–	﹤0.01%	373
2022 Q3	$1K	Buy	+9	New	+$838	﹤0.01%	378
2022 Q2	–	Sell	-9	Closed	-$1K	–	318
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	393
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	394
2021 Q3	$1K	Buy	+9	New	+$986	﹤0.01%	370
2020 Q2	–	Sell	-250	Closed	-$24K	–	476
2020 Q1	$24K	Hold	250	–	–	0.02%	377
2019 Q4	$27K	Buy	+250	New	+$27.1K	0.02%	304

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

EPG Wealth Management's JNK Position: Q2 2026 in Review

EPG Wealth Management held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 920 shares worth $88.7K. The position accounts for 0.02% of the portfolio, ranked #211.

EPG Wealth Management first reported a position in JNK in Q4 2019 and has held it in 20 quarters since. The position peaked at $99.8K in Q1 2023. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

EPG Wealth Management held 920 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $88.7K as of Q2 2026.
EPG Wealth 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 0.02% of EPG Wealth Management's portfolio in Q2 2026, its #211 holding.
EPG Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $99.8K in Q1 2023.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

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