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

Lorne Steinberg 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	$332K	Sell	3,440 -9,310	-73%	-$897K	0.07%	64
2026 Q1	$1.22M	Buy	+12,750	New	+$1.24M	0.29%	52
2025 Q4	–	Sell	-12,510	Closed	-$1.23M	–	74
2025 Q3	$1.23M	Hold	12,510	–	–	0.3%	54
2025 Q2	$1.22M	Sell	12,510 -120	-1%	-$11.4K	0.32%	56
2025 Q1	$1.2M	Hold	12,630	–	–	0.35%	55
2024 Q4	$1.21M	Hold	12,630	–	–	0.35%	54
2024 Q3	$1.24M	Hold	12,630	–	–	0.36%	54
2024 Q2	$1.19M	Buy	12,630 +6,410	+103%	+$603K	0.38%	54
2024 Q1	$592K	Hold	6,220	–	–	0.18%	59
2023 Q4	$589K	Sell	6,220 -8,686	-58%	-$793K	0.2%	57
2023 Q3	$1.35M	Sell	14,906 -220	-1%	-$20.1K	0.52%	53
2023 Q2	$1.39M	Buy	+15,126	New	+$1.38M	0.52%	52
2023 Q1	–	Sell	-14,786	Closed	-$1.33M	–	71
2022 Q4	$1.33M	Sell	14,786 -85	-0.6%	-$7.68K	0.57%	53
2022 Q3	$1.31M	Buy	+14,871	New	+$1.39M	0.63%	51
2021 Q2	–	Sell	-3,541	Closed	-$385K	–	68
2021 Q1	$385K	Buy	+3,541	New	+$385K	0.2%	52

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

Lorne Steinberg Wealth Management's JNK Position: Q2 2026 in Review

Lorne Steinberg Wealth Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 73% in Q2 2026, selling an estimated $897K and leaving 3,440 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #64.

Lorne Steinberg Wealth Management first reported a position in JNK in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.39M in Q2 2023. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Lorne Steinberg Wealth Management held 3,440 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $332K as of Q2 2026.
Lorne Steinberg Wealth Management sold 9,310 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $897K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.07% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #64 holding.
Lorne Steinberg Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2021 and has held it in 15 quarters since.
Lorne Steinberg Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.39M in Q2 2023.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

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