Lockerman Financial Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Lockerman Financial Group’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	$1.53M	Buy	15,916 +10,032	+170%	+$966K	2.34%	10
2026 Q1	$563K	Buy	5,884 +2,858	+94%	+$277K	1.01%	27
2025 Q4	$294K	Sell	3,026 -5,359	-64%	-$520K	0.56%	59
2025 Q3	$822K	Buy	8,385 +2,304	+38%	+$224K	1.04%	25
2025 Q2	$591K	Buy	6,081 +3,458	+132%	+$328K	0.8%	26
2025 Q1	$250K	Sell	2,623 -747	-22%	-$71.8K	0.38%	94
2024 Q4	$322K	Buy	+3,370	New	+$325K	0.55%	58
2024 Q3	–	Sell	-2,341	Closed	-$221K	–	105
2024 Q2	$221K	Sell	2,341 -100	-4%	-$9.4K	0.4%	95
2024 Q1	$232K	Buy	+2,441	New	+$231K	0.44%	89

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

Lockerman Financial Group's JNK Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 170% in Q2 2026, buying an estimated $966K and bringing the position to 15,916 shares worth $1.53M. The position accounts for 2.34% of the portfolio, ranked #10.

Lockerman Financial Group first reported a position in JNK in Q1 2024 and has held it in 9 quarters since. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Lockerman Financial Group held 15,916 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.53M as of Q2 2026.
Lockerman Financial Group bought 10,032 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $966K.
State Street SPDR Bloomberg High Yield Bond ETF made up 2.34% of Lockerman Financial Group's portfolio in Q2 2026, its #10 holding.
Lockerman Financial Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2024 and has held it in 9 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.