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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return