Capital Advisory Group Advisory Services’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Capital Advisory Group Advisory Services’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	-15,000	Closed	-$380K	–	129
2025 Q4	$380K	Hold	15,000	–	–	0.11%	126
2025 Q3	$384K	Hold	15,000	–	–	0.12%	132
2025 Q2	$382K	Hold	15,000	–	–	0.14%	126
2025 Q1	$377K	Hold	15,000	–	–	0.14%	124
2024 Q4	$379K	Sell	15,000 -10,000	-40%	-$255K	0.14%	131
2024 Q3	$644K	Buy	25,000 +580	+2%	+$14.7K	0.26%	84
2024 Q2	$610K	Hold	24,420	–	–	0.26%	87
2024 Q1	$616K	Hold	24,420	–	–	0.29%	78
2023 Q4	$614K	Sell	24,420 -4,000	-14%	-$98.1K	0.33%	66
2023 Q3	$695K	Hold	28,420	–	–	0.39%	64
2023 Q2	$702K	Sell	28,420 -1,100	-4%	-$27K	0.5%	50
2023 Q1	$733K	Buy	29,520 +6,900	+31%	+$170K	0.44%	65
2022 Q4	$548K	Sell	22,620 -7,800	-26%	-$189K	0.37%	69
2022 Q3	$723K	Sell	30,420 -1,500	-5%	-$37K	0.5%	62
2022 Q2	$804K	Hold	31,920	–	–	0.48%	62
2022 Q1	$838K	Buy	31,920 +7,900	+33%	+$209K	0.39%	71
2021 Q4	$652K	Buy	24,020 +600	+3%	+$16.3K	0.28%	83
2021 Q3	$641K	Buy	23,420 +4,400	+23%	+$121K	0.23%	99
2021 Q2	$525K	Buy	19,020 +10,500	+123%	+$288K	0.19%	113
2021 Q1	$233K	Buy	8,520 +1,100	+15%	+$29.8K	0.09%	173
2020 Q4	$200K	Hold	7,420	–	–	0.08%	185
2020 Q3	$192K	Hold	7,420	–	–	0.1%	138
2020 Q2	$187K	Hold	7,420	–	–	0.1%	131
2020 Q1	$174K	Hold	7,420	–	–	0.22%	65
2019 Q4	$199K	Buy	7,420 +4,000	+117%	+$107K	0.11%	103
2019 Q3	$92K	Hold	3,420	–	–	0.06%	120
2019 Q2	$94K	Hold	3,420	–	–	0.06%	117
2019 Q1	$94K	Hold	3,420	–	–	0.07%	111
2018 Q4	$89K	Hold	3,420	–	–	0.07%	110
2018 Q3	$95K	Sell	3,420 -1,500	-30%	-$41.2K	0.06%	111
2018 Q2	$135K	Hold	4,920	–	–	0.1%	89
2018 Q1	$135K	Buy	+4,920	New	+$135K	0.1%	90

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Capital Advisory Group Advisory Services's SJNK Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2026, closing a stake of 15,000 shares — an estimated $380K sold.

Capital Advisory Group Advisory Services first reported a position in SJNK in Q1 2018 and held it in 32 quarters. The position peaked at $838K in Q1 2022. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 15,000 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $380K.
Capital Advisory Group Advisory Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2018 and held it in 32 quarters.
Capital Advisory Group Advisory Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $838K in Q1 2022.
389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.