Park Square Financial Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Park Square Financial 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	$296K	Sell	3,075 -674	-18%	-$64.9K	2.68%	13
2026 Q1	$359K	Sell	3,749 -3,000	-44%	-$291K	2.72%	13
2025 Q4	$644K	Sell	6,749 -1,851	-22%	-$180K	3.82%	10
2025 Q3	$843K	Sell	8,600 -3,740	-30%	-$363K	3.64%	11
2025 Q2	$1.2M	Sell	12,340 -5,388	-30%	-$512K	0.87%	23
2025 Q1	$1.69M	Sell	17,728 -4,483	-20%	-$431K	1.34%	17
2024 Q4	$2.12M	Buy	+22,211	New	+$2.14M	1.47%	17

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

Park Square Financial Group's JNK Position: Q2 2026 in Review

Park Square Financial Group reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 18% in Q2 2026, selling an estimated $64.9K and leaving 3,075 shares worth $296K. The position accounts for 2.68% of the portfolio, ranked #13.

Park Square Financial Group first reported a position in JNK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q4 2024. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Park Square Financial Group held 3,075 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $296K as of Q2 2026.
Park Square Financial Group sold 674 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $64.9K.
State Street SPDR Bloomberg High Yield Bond ETF made up 2.68% of Park Square Financial Group's portfolio in Q2 2026, its #13 holding.
Park Square Financial Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.12M in Q4 2024.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.