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

MorganRosel 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	–	Sell	-19,143	Closed	-$1.86M	–	114
2025 Q4	$1.86M	Buy	+19,143	New	+$1.86M	0.47%	35

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OPAM

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

MorganRosel Wealth Management's JNK Position: Q1 2026 in Review

MorganRosel Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 19,143 shares — an estimated $1.86M sold.

MorganRosel Wealth Management first reported a position in JNK in Q4 2025 and held it in 1 quarter. The position peaked at $1.86M in Q4 2025. 549 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

MorganRosel Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
MorganRosel Wealth Management sold 19,143 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $1.86M.
MorganRosel Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
MorganRosel Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.86M in Q4 2025.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.