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

Meridian 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
Q1 		$662K Sell
6,919
-2,554
-27% -$247K 0.02% 441
2025
Q4 		$921K Sell
9,473
-97
-1% -$9.42K 0.03% 367
2025
Q3 		$938K Buy
9,570
+723
+8% +$70.2K 0.04% 337
2025
Q2 		$861K Sell
8,847
-10,723
-55% -$1.02M 0.04% 333
2025
Q1 		$1.86M Buy
19,570
+1,145
+6% +$110K 0.09% 192
2024
Q4 		$1.76M Sell
18,425
-244
-1% -$23.6K 0.08% 203
2024
Q3 		$1.83M Sell
18,669
-1,926
-9% -$185K 0.09% 192
2024
Q2 		$1.94M Buy
+20,595
New +$1.94M 0.23% 80
2024
Q1 		– Sell
-17,530
Closed -$1.66M – 355
2023
Q4 		$1.66M Buy
17,530
+2,094
+14% +$191K 0.11% 187
2023
Q3 		$1.4M Sell
15,436
-711
-4% -$65.1K 0.09% 192
2023
Q2 		$1.49M Buy
16,147
+5,922
+58% +$542K 0.13% 147
2023
Q1 		$949K Buy
10,225
+2,410
+31% +$221K 0.08% 214
2022
Q4 		$703K Sell
7,815
-49
-0.6% -$4.43K 0.07% 247
2022
Q3 		$691K Sell
7,864
-10,156
-56% -$946K 0.07% 232
2022
Q2 		$1.64M Buy
+18,020
New +$1.74M 0.13% 168
2019
Q3 		– Sell
-214
Closed -$233 – 351
2019
Q2 		$233 Buy
+214
New +$23.1K 0.01% 514

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return