NFSG
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Newbridge Financial Services Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Newbridge Financial Services 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
Q1 		$30.7K Buy
321
+141
+78% +$13.7K 0.01% 542
2025
Q4 		$17.5K Buy
180
+149
+481% +$14.5K ﹤0.01% 672
2025
Q3 		$3.04K Hold
31
– – ﹤0.01% 1097
2025
Q2 		$3.02K Hold
31
– – ﹤0.01% 1098
2025
Q1 		$2.95K Hold
31
– – ﹤0.01% 851
2024
Q4 		$2.96K Hold
31
– – ﹤0.01% 928
2024
Q3 		$3.03K Hold
31
– – ﹤0.01% 536
2024
Q2 		$2.92K Hold
31
– – ﹤0.01% 911
2024
Q1 		$2.95K Sell
31
-104
-77% -$9.84K ﹤0.01% 962
2023
Q4 		$12.8K Hold
135
– – 0.01% 685
2023
Q3 		$12.2K Hold
135
– – 0.01% 772
2023
Q2 		$12.4K Hold
135
– – 0.01% 841
2023
Q1 		$12.5K Hold
135
– – 0.01% 867
2022
Q4 		$12.2K Buy
135
+31
+30% +$2.8K 0.01% 868
2022
Q3 		$9K Hold
104
– – 0.01% 907
2022
Q2 		$9K Hold
104
– – 0.01% 888
2022
Q1 		$11K Sell
104
-21
-17% -$2.19K 0.01% 915
2021
Q4 		$14K Buy
125
+104
+495% +$11.3K 0.01% 836
2021
Q3 		$2K Hold
21
– – ﹤0.01% 1181
2021
Q2 		$2K Sell
21
-12
-36% -$1.31K ﹤0.01% 1282
2021
Q1 		$4K Sell
33
-121
-79% -$13.1K ﹤0.01% 1075
2020
Q4 		$17K Hold
154
– – 0.01% 587
2020
Q3 		$16K Buy
+154
New +$16.1K 0.02% 560

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