Security National Bank of Sioux City Iowa’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Security National Bank of Sioux City Iowa’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	$331K	Buy	3,459 +316	+10%	+$30.6K	0.2%	86
2025 Q4	$306K	Buy	3,143 +10	+0.3%	+$971	0.2%	75
2025 Q3	$307K	Buy	3,133 +3	+0.1%	+$291	0.2%	72
2025 Q2	$304K	Sell	3,130 -181	-5%	-$17.2K	0.21%	73
2025 Q1	$316K	Sell	3,311 -633	-16%	-$60.9K	0.23%	72
2024 Q4	$377K	Sell	3,944 -15	-0.4%	-$1.45K	0.26%	67
2024 Q3	$387K	Hold	3,959	–	–	0.24%	75
2024 Q2	$373K	Sell	3,959 -6	-0.2%	-$564	0.27%	69
2024 Q1	$377K	Sell	3,965 -143	-3%	-$13.5K	0.27%	69
2023 Q4	$389K	Sell	4,108 -5	-0.1%	-$457	0.29%	67
2023 Q3	$372K	Sell	4,113 -5	-0.1%	-$458	0.29%	67
2023 Q2	$379K	Buy	+4,118	New	+$377K	0.29%	67
2022 Q4	$450K	Buy	5,003 +130	+3%	+$11.7K	0.34%	68
2022 Q3	$428K	Buy	4,873 +660	+16%	+$61.5K	0.38%	65
2022 Q2	$382K	Hold	4,213	–	–	0.33%	69
2022 Q1	$432K	Buy	4,213 +293	+7%	+$30.5K	0.32%	66
2021 Q4	$426K	Sell	3,920 -25	-0.6%	-$2.71K	0.29%	68
2021 Q3	$431K	Buy	+3,945	New	+$432K	0.33%	66
2021 Q2	–	Sell	-3,774	Closed	-$411K	–	109
2021 Q1	$411K	Buy	3,774 +937	+33%	+$102K	0.33%	68
2020 Q4	$309K	Hold	2,837	–	–	0.26%	73
2020 Q3	$296K	Buy	2,837 +82	+3%	+$8.57K	0.28%	68
2020 Q2	$279K	Buy	2,755 +483	+21%	+$48.1K	0.3%	66
2020 Q1	$215K	Sell	2,272 -100	-4%	-$10.5K	0.28%	68
2019 Q4	$260K	Buy	2,372 +30	+1%	+$3.25K	0.26%	76
2019 Q3	$255K	Buy	2,342 +70	+3%	+$7.59K	0.29%	72
2019 Q2	$248K	Buy	2,272 +46	+2%	+$4.96K	0.29%	71
2019 Q1	$240K	Buy	+2,226	New	+$236K	0.28%	76

Other funds holding JNK

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $3.8B AUM 0.71% 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

Security National Bank of Sioux City Iowa's JNK Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 10% in Q1 2026, buying an estimated $30.6K and bringing the position to 3,459 shares worth $331K. The position accounts for 0.2% of the portfolio, ranked #86.

Security National Bank of Sioux City Iowa first reported a position in JNK in Q1 2019 and has held it in 27 quarters since. The position peaked at $450K in Q4 2022. 547 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Security National Bank of Sioux City Iowa held 3,459 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $331K as of Q1 2026.
Security National Bank of Sioux City Iowa bought 316 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $30.6K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.2% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #86 holding.
Security National Bank of Sioux City Iowa first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2019 and has held it in 27 quarters since.
Security National Bank of Sioux City Iowa's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $450K in Q4 2022.
547 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.