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

Bernard Wealth 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	$10K	Hold	401	–	–	﹤0.01%	234
2026 Q1	$10K	Sell	401 -233	-37%	-$5.88K	﹤0.01%	228
2025 Q4	$16.1K	Sell	634 -173	-21%	-$4.39K	0.01%	198
2025 Q3	$20.7K	Hold	807	–	–	0.01%	181
2025 Q2	$20.6K	Sell	807 -7	-0.9%	-$175	0.01%	178
2025 Q1	$20.5K	Hold	814	–	–	0.01%	180
2024 Q4	$20.6K	Buy	+814	New	+$20.7K	0.01%	175

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

Bernard Wealth Management's SJNK Position: Q2 2026 in Review

Bernard Wealth Management held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q2 2026 at 401 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Bernard Wealth Management first reported a position in SJNK in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.7K in Q3 2025. 398 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Bernard Wealth Management held 401 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $10K as of Q2 2026.
Bernard Wealth Management left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #234 holding.
Bernard Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $20.7K in Q3 2025.
398 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.