Berkshire Money Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Berkshire Money Management’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	$42.1M	Buy	1,681,386 +78	+0%	+$1.95K	3.85%	7
2026 Q1	$42M	Sell	1,681,308 -74,471	-4%	-$1.88M	4.3%	7
2025 Q4	$44.5M	Buy	1,755,779 +50,716	+3%	+$1.29M	4.24%	8
2025 Q3	$43.6M	Buy	1,705,063 +71,449	+4%	+$1.82M	4.49%	8
2025 Q2	$41.6M	Sell	1,633,614 -34,433	-2%	-$861K	4.38%	8
2025 Q1	$42M	Buy	1,668,047 +69,091	+4%	+$1.76M	4.71%	9
2024 Q4	$40.4M	Buy	1,598,956 +89,466	+6%	+$2.28M	4.39%	9
2024 Q3	$38.9M	Buy	1,509,490 +64,010	+4%	+$1.62M	4.45%	10
2024 Q2	$36.1M	Buy	1,445,480 +27,476	+2%	+$685K	4.38%	10
2024 Q1	$35.8M	Buy	1,418,004 +977,912	+222%	+$24.6M	4.32%	10
2023 Q4	$11.1M	Buy	440,092 +26,882	+7%	+$659K	1.47%	15
2023 Q3	$10.1M	Buy	413,210 +371,659	+894%	+$9.15M	1.53%	16
2023 Q2	$1.03M	Sell	41,551 -1,554,288	-97%	-$38.2M	0.15%	35
2023 Q1	$39.6M	Buy	1,595,839 +74,800	+5%	+$1.84M	6.01%	5
2022 Q4	$36.9M	Buy	1,521,039 +69,594	+5%	+$1.69M	5.84%	6
2022 Q3	$34.5M	Sell	1,451,445 -107,854	-7%	-$2.66M	5.93%	5
2022 Q2	$37.6M	Sell	1,559,299 -444,919	-22%	-$11.2M	6.25%	4
2022 Q1	$52.6M	Buy	2,004,218 +153,395	+8%	+$4.07M	7.55%	4
2021 Q4	$50.3M	Buy	+1,850,823	New	+$50.3M	7.35%	6
2021 Q3	–	Sell	-1,250,514	Closed	-$34.5M	–	29
2021 Q2	$34.5M	Buy	1,250,514 +154,663	+14%	+$4.24M	5.55%	6
2021 Q1	$29.9M	Buy	1,095,851 +226,348	+26%	+$6.13M	5.24%	6
2020 Q4	$23.4M	Buy	+869,503	New	+$22.9M	4.32%	8
2020 Q1	–	Sell	-959,166	Closed	-$25.8M	–	83
2019 Q4	$25.8M	Buy	959,166 +24,851	+3%	+$666K	5.03%	8
2019 Q3	$25.2M	Buy	934,315 +73,988	+9%	+$2M	5.22%	8
2019 Q2	$23.4M	Buy	860,327 +25,483	+3%	+$692K	4.95%	8
2019 Q1	$22.7M	Buy	834,844 +114,932	+16%	+$3.1M	5.04%	7
2018 Q4	$18.7M	Buy	719,912 +324,448	+82%	+$8.71M	4.67%	7
2018 Q3	$10.9M	Sell	395,464 -2,398	-0.6%	-$65.8K	2.41%	9
2018 Q2	$10.9M	Sell	397,862 -4,482	-1%	-$123K	2.53%	9
2018 Q1	$11M	Sell	402,344 -9,500	-2%	-$261K	2.75%	9
2017 Q4	$11.3M	Buy	411,844 +6,536	+2%	+$181K	2.84%	11
2017 Q3	$11.3M	Sell	405,308 -7,224	-2%	-$201K	2.95%	11
2017 Q2	$11.5M	Sell	412,532 -1,060	-0.3%	-$29.6K	3.25%	11
2017 Q1	$11.6M	Sell	413,592 -3,650	-0.9%	-$102K	3.47%	10
2016 Q4	$11.5M	Buy	417,242 +255,669	+158%	+$7.04M	3.43%	11
2016 Q3	$4.47M	Buy	161,573 +56,129	+53%	+$1.53M	1.37%	14
2016 Q2	$2.85M	Buy	105,444 +28,369	+37%	+$751K	0.98%	16
2016 Q1	$1.99M	Buy	77,075 +24,925	+48%	+$628K	0.61%	14
2015 Q4	$1.34M	Buy	+52,150	New	+$1.39M	0.41%	14

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Berkshire Money Management's SJNK Position: Q2 2026 in Review

Berkshire Money Management increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 0% in Q2 2026, buying an estimated $1.95K and bringing the position to 1,681,386 shares worth $42.1M. The position accounts for 3.85% of the portfolio, ranked #7.

Berkshire Money Management first reported a position in SJNK in Q4 2015 and has held it in 39 quarters since. The position peaked at $52.6M in Q1 2022. 397 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Berkshire Money Management held 1,681,386 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $42.1M as of Q2 2026.
Berkshire Money Management bought 78 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $1.95K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 3.85% of Berkshire Money Management's portfolio in Q2 2026, its #7 holding.
Berkshire Money Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2015 and has held it in 39 quarters since.
Berkshire Money Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $52.6M in Q1 2022.
397 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.