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 Q2	$356K	Sell	3,689 -3,230	-47%	-$311K	0.01%	635
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	-$23.3K	–	351
2019 Q2	$23.3K	Buy	+214	New	+$23.1K	0.01%	514

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

Meridian Wealth Management's JNK Position: Q2 2026 in Review

Meridian Wealth Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 47% in Q2 2026, selling an estimated $311K and leaving 3,689 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #635.

Meridian Wealth Management first reported a position in JNK in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.94M in Q2 2024. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Meridian Wealth Management held 3,689 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $356K as of Q2 2026.
Meridian Wealth Management sold 3,230 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $311K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #635 holding.
Meridian Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2019 and has held it in 17 quarters since.
Meridian Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.94M in Q2 2024.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.