Keystone Wealth Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Keystone Wealth Services’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	$391K	Buy	4,055 +66	+2%	+$6.36K	0.07%	228
2026 Q1	$382K	Buy	+3,989	New	+$387K	0.08%	217
2025 Q4	–	Sell	-15,725	Closed	-$1.54M	–	286
2025 Q3	$1.54M	Buy	15,725 +4,413	+39%	+$429K	0.34%	68
2025 Q2	$1.1M	Buy	11,312 +7,669	+211%	+$728K	0.27%	92
2025 Q1	$347K	Buy	3,643 +40	+1%	+$3.85K	0.09%	189
2024 Q4	$344K	Buy	3,603 +78	+2%	+$7.53K	0.09%	188
2024 Q3	$345K	Buy	3,525 +58	+2%	+$5.57K	0.1%	187
2024 Q2	$327K	Buy	3,467 +57	+2%	+$5.36K	0.1%	167
2024 Q1	$325K	Buy	3,410 +38	+1%	+$3.6K	0.11%	162
2023 Q4	$319K	Buy	3,372 +75	+2%	+$6.85K	0.11%	163
2023 Q3	$298K	Buy	3,297 +54	+2%	+$4.95K	0.11%	162
2023 Q2	$298K	Hold	3,243	–	–	0.11%	157
2023 Q1	$301K	Hold	3,243	–	–	0.12%	147
2022 Q4	$292K	Buy	+3,243	New	+$293K	0.13%	145

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

Keystone Wealth Services's JNK Position: Q2 2026 in Review

Keystone Wealth Services increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.7% in Q2 2026, buying an estimated $6.36K and bringing the position to 4,055 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #228.

Keystone Wealth Services first reported a position in JNK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q3 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Keystone Wealth Services held 4,055 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $391K as of Q2 2026.
Keystone Wealth Services bought 66 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $6.36K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.07% of Keystone Wealth Services's portfolio in Q2 2026, its #228 holding.
Keystone Wealth Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and has held it in 14 quarters since.
Keystone Wealth Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.54M 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 Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.