Blue Trust Inc’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Blue Trust Inc’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
2025 Q4	–	Sell	-2,408	Closed	-$61.6K	–	2704
2025 Q3	$61.6K	Sell	2,408 -2,329	-49%	-$59.3K	﹤0.01%	1306
2025 Q2	$121K	Buy	4,737 +88	+2%	+$2.2K	﹤0.01%	969
2025 Q1	$117K	Buy	4,649 +55	+1%	+$1.4K	﹤0.01%	920
2024 Q4	$116K	Buy	+4,594	New	+$117K	﹤0.01%	877
2024 Q3	–	Hold	0	–	–	–	2901
2024 Q2	–	Hold	0	–	–	–	2698
2024 Q1	–	Sell	-162	Closed	-$4.07K	–	2150
2023 Q4	$4K	Buy	162 +39	+32%	+$957	﹤0.01%	1940
2023 Q3	$3K	Buy	123 +3	+3%	+$74	﹤0.01%	1769
2023 Q2	$3K	Buy	+120	New	+$2.94K	﹤0.01%	1680

Other funds holding SJNK

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Trust Inc's SJNK Position: Q4 2025 in Review

Blue Trust Inc sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2025, closing a stake of 2,408 shares — an estimated $61.6K sold.

Blue Trust Inc first reported a position in SJNK in Q2 2023 and held it in 7 quarters. The position peaked at $121K in Q2 2025. 416 funds tracked by Wall St. Rank hold SJNK as of Q4 2025.

Blue Trust Inc reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 2,408 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2025, an estimated $61.6K.
Blue Trust Inc first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2023 and held it in 7 quarters.
Blue Trust Inc's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $121K in Q2 2025.
416 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.