BFG
SJNK icon

Beacon Financial Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Beacon Financial Group’s Portfolio SJNK Stock Details SJNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Sell
14,656
-345
-2% -$8.64K 0.03% 292
2026
Q1 		$375K Sell
15,001
-1,200
-7% -$30.3K 0.04% 268
2025
Q4 		$410K Sell
16,201
-362
-2% -$9.18K 0.04% 252
2025
Q3 		$424K Sell
16,563
-1,223
-7% -$31.1K 0.04% 244
2025
Q2 		$453K Sell
17,786
-5,479
-24% -$137K 0.05% 235
2025
Q1 		$585K Sell
23,265
-4,712
-17% -$120K 0.06% 198
2024
Q4 		$706K Sell
27,977
-1,503
-5% -$38.3K 0.08% 186
2024
Q3 		$759K Buy
29,480
+2,223
+8% +$56.2K 0.08% 183
2024
Q2 		$681K Sell
27,257
-525
-2% -$13.1K 0.08% 187
2024
Q1 		$701K Sell
27,782
-1,285
-4% -$32.3K 0.08% 189
2023
Q4 		$731K Buy
+29,067
New +$713K 0.09% 174
2023
Q3 		– Sell
-39,008
Closed -$960K – 239
2023
Q2 		$960K Buy
39,008
+5,918
+18% +$145K 0.13% 135
2023
Q1 		$813K Sell
33,090
-17,042
-34% -$420K 0.11% 147
2022
Q4 		$1.22M Buy
50,132
+6,928
+16% +$168K 0.17% 122
2022
Q3 		$1.03M Sell
43,204
-1,300
-3% -$32K 0.16% 130
2022
Q2 		$1.09M Sell
44,504
-14,626
-25% -$369K 0.16% 130
2022
Q1 		$1.55M Sell
59,130
-13,767
-19% -$365K 0.21% 114
2021
Q4 		$1.98M Buy
72,897
+1,895
+3% +$51.5K 0.26% 90
2021
Q3 		$19.7M Buy
71,002
+2,448
+4% +$67.1K 2.65% 5
2021
Q2 		$1.88M Buy
68,554
+6,312
+10% +$173K 0.27% 88
2021
Q1 		$1.68M Hold
62,242
– – 0.26% 94
2020
Q4 		$1.68M Buy
62,242
+9,658
+18% +$255K 0.26% 94
2020
Q3 		$1.36M Buy
52,584
+15,417
+41% +$398K 0.24% 99
2020
Q2 		$928K Buy
+37,167
New +$915K 0.18% 116
2018
Q3 		– Sell
-51,000
Closed -$1.39M – 190
2018
Q2 		$1.39M Sell
51,000
-2,790
-5% -$76.4K 0.24% 83
2018
Q1 		$1.47M Buy
53,790
+2,842
+6% +$78.2K 0.25% 85
2017
Q4 		$1.87M Sell
50,948
-16,474
-24% -$457K 0.33% 69
2017
Q3 		$1.89M Buy
67,422
+197
+0.3% +$5.49K 0.34% 64
2017
Q2 		$1.88M Buy
67,225
+521
+0.8% +$14.6K 0.36% 64
2017
Q1 		$1.86M Sell
66,704
-55,570
-45% -$1.55M 0.36% 64
2016
Q4 		$3.38M Sell
122,274
-6,451
-5% -$178K 0.69% 51
2016
Q3 		$3.56M Sell
128,725
-106,917
-45% -$2.92M 0.75% 47
2016
Q2 		$6.33M Buy
235,642
+9,677
+4% +$256K 1.38% 29
2016
Q1 		$5.83M Sell
225,965
-149,960
-40% -$3.78M 1.26% 30
2015
Q4 		$9.66M Sell
375,925
-52,775
-12% -$1.41M 2.22% 9
2015
Q3 		$11.5M Sell
428,700
-229,362
-35% -$6.42M 2.82% 6
2015
Q2 		$19M Buy
658,062
+74,236
+13% +$2.17M 4.12% 3
2015
Q1 		$17.1M Buy
583,826
+91,880
+19% +$2.68M 3.78% 3
2014
Q4 		$14.2M Buy
491,946
+487,080
+10,010% +$14.4M 2.95% 5
2014
Q3 		$366K Sell
4,866
-415,771
-99% -$12.6M 0.08% 136
2014
Q2 		$13M Buy
420,637
+57,918
+16% +$1.79M 2.88% 7
2014
Q1 		$11.2M Buy
362,719
+29,386
+9% +$908K 2.31% 10
2013
Q4 		$10.3M Buy
333,333
+39,307
+13% +$1.21M 1.98% 10
2013
Q3 		$9M Buy
+294,026
New +$8.96M 1.94% 10

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Beacon Financial Group's SJNK Position: Q2 2026 in Review

Beacon Financial Group reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 2.3% in Q2 2026, selling an estimated $8.64K and leaving 14,656 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #292.

Beacon Financial Group first reported a position in SJNK in Q3 2013 and has held it in 44 quarters since. The position peaked at $19.7M in Q3 2021. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Beacon Financial Group held 14,656 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $367K as of Q2 2026.
  • Beacon Financial Group sold 345 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $8.64K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #292 holding.
  • Beacon Financial Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2013 and has held it in 44 quarters since.
  • Beacon Financial Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $19.7M in Q3 2021.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.