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

Bogart Wealth LLC’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
Q1 		– Sell
-270
Closed -$6.84K – 1889
2025
Q4 		$6.84K Sell
270
-48,261
-99% -$1.22M ﹤0.01% 933
2025
Q3 		$1.24M Buy
48,531
+4,054
+9% +$103K 0.05% 122
2025
Q2 		$1.13M Buy
44,477
+7,450
+20% +$186K 0.05% 124
2025
Q1 		$932K Buy
37,027
+823
+2% +$20.9K 0.04% 125
2024
Q4 		$914K Sell
36,204
-36,632
-50% -$933K 0.04% 130
2024
Q3 		$1.88M Buy
72,836
+5,007
+7% +$127K 0.09% 112
2024
Q2 		$1.69M Buy
67,829
+22,250
+49% +$555K 0.09% 113
2024
Q1 		$1.15M Buy
45,579
+6,015
+15% +$151K 0.06% 115
2023
Q4 		$995K Buy
+39,564
New +$970K 0.06% 123
2023
Q2 		– Sell
-180,272
Closed -$4.48M – 1115
2023
Q1 		$4.48M Buy
180,272
+6,685
+4% +$165K 0.3% 83
2022
Q4 		$4.21M Buy
173,587
+8,054
+5% +$196K 0.29% 79
2022
Q3 		$3.94M Buy
165,533
+154,362
+1,382% +$3.8M 0.33% 66
2022
Q2 		$269K Buy
+11,171
New +$282K 0.02% 149
2022
Q1 		– Sell
-322
Closed -$9K – 846
2021
Q4 		$9K Buy
322
+10
+3% +$272 ﹤0.01% 492
2021
Q3 		$9K Sell
312
-162
-34% -$4.44K ﹤0.01% 476
2021
Q2 		$13K Buy
474
+162
+52% +$4.44K ﹤0.01% 412
2021
Q1 		$9K Buy
+312
New +$8.46K ﹤0.01% 431
2020
Q2 		– Sell
-220
Closed -$5K – 469
2020
Q1 		$5K Buy
+220
New +$5.71K ﹤0.01% 332

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bogart Wealth LLC's SJNK Position: Q1 2026 in Review

Bogart Wealth LLC sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2026, closing a stake of 270 shares — an estimated $6.84K sold.

Bogart Wealth LLC first reported a position in SJNK in Q1 2020 and held it in 18 quarters. The position peaked at $4.48M in Q1 2023. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

  • Bogart Wealth LLC reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 270 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $6.84K.
  • Bogart Wealth LLC first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2020 and held it in 18 quarters.
  • Bogart Wealth LLC's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4.48M in Q1 2023.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.