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

National Wealth Management 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	–	Sell	-3,498	Closed	-$335K	–	235
2026 Q1	$335K	Sell	3,498 -365	-9%	-$35.4K	0.12%	149
2025 Q4	$376K	Buy	+3,863	New	+$375K	0.13%	158
2025 Q1	–	Sell	-4,539	Closed	-$433K	–	167
2024 Q4	$433K	Buy	+4,539	New	+$438K	0.29%	81

Other funds holding JNK

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SCP

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

National Wealth Management Group's JNK Position: Q2 2026 in Review

National Wealth Management Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2026, closing a stake of 3,498 shares — an estimated $335K sold.

National Wealth Management Group first reported a position in JNK in Q4 2024 and held it in 3 quarters. The position peaked at $433K in Q4 2024. 134 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

National Wealth Management Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
National Wealth Management Group sold 3,498 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $335K.
National Wealth Management Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and held it in 3 quarters.
National Wealth Management Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $433K in Q4 2024.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.