Carson Wealth (CWM LLC)
SJNK icon

Carson Wealth (CWM LLC)’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Carson Wealth (CWM 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 		$5.12M Sell
204,815
-50,279
-20% -$1.27M 0.01% 804
2025
Q4 		$6.46M Sell
255,094
-134,006
-34% -$3.4M 0.02% 681
2025
Q3 		$9.96M Sell
389,100
-76,655
-16% -$1.95M 0.03% 470
2025
Q2 		$11.9M Sell
465,755
-106,475
-19% -$2.66M 0.04% 355
2025
Q1 		$14.4M Buy
572,230
+46,476
+9% +$1.18M 0.06% 277
2024
Q4 		$13.3M Buy
525,754
+48,529
+10% +$1.24M 0.06% 264
2024
Q3 		$12.3M Buy
477,225
+142,394
+43% +$3.6M 0.05% 280
2024
Q2 		$8.36M Sell
334,831
-343,141
-51% -$8.55M 0.04% 322
2024
Q1 		$17.1M Sell
677,972
-253,039
-27% -$6.36M 0.08% 215
2023
Q4 		$23.4M Buy
931,011
+429,008
+85% +$10.5M 0.13% 163
2023
Q3 		$12.3M Buy
502,003
+41,123
+9% +$1.01M 0.08% 213
2023
Q2 		$11.4M Buy
460,880
+52,701
+13% +$1.29M 0.07% 217
2023
Q1 		$10.1M Buy
408,179
+185,382
+83% +$4.57M 0.07% 216
2022
Q4 		$5.4M Buy
222,797
+185,815
+502% +$4.51M 0.04% 292
2022
Q3 		$879K Buy
36,982
+816
+2% +$20.1K 0.01% 588
2022
Q2 		$872K Sell
36,166
-4,637
-11% -$117K 0.01% 594
2022
Q1 		$1.07M Sell
40,803
-122
-0.3% -$3.23K 0.01% 546
2021
Q4 		$1.11M Buy
+40,925
New +$1.11M 0.01% 558
2021
Q2 		$1.18M Hold
42,923
– – 0.01% 542
2021
Q1 		$1.18M Hold
42,923
– – 0.01% 542
2020
Q4 		$1.18M Hold
42,923
– – 0.01% 542
2020
Q3 		$1.18M Hold
42,923
– – 0.01% 542
2020
Q2 		$1.18M Hold
42,923
– – 0.01% 542
2020
Q1 		$1.18M Hold
42,923
– – 0.01% 542
2019
Q4 		$1.18M Hold
42,923
– – 0.01% 542
2019
Q3 		$1.18M Hold
42,923
– – 0.01% 542
2019
Q2 		$1.18M Hold
42,923
– – 0.01% 542
2019
Q1 		$1.18M Buy
42,923
+39,435
+1,131% +$1.06M 0.01% 542
2018
Q4 		$91K Buy
3,488
+1,298
+59% +$34.8K ﹤0.01% 744
2018
Q3 		$60K Buy
+2,190
New +$60.1K ﹤0.01% 715
2015
Q4 		– Sell
-335
Closed -$9K – 750
2015
Q3 		$9K Buy
+335
New +$9.38K ﹤0.01% 457

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $52B AUM 24.53% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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 $150B AUM 40.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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 $58.2B AUM 22.78% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SJNK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 20% in Q1 2026, selling an estimated $1.27M and leaving 204,815 shares worth $5.12M. The position accounts for 0.01% of the portfolio, ranked #804.

Carson Wealth (CWM LLC) first reported a position in SJNK in Q3 2015 and has held it in 31 quarters since. The position peaked at $23.4M in Q4 2023. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 204,815 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $5.12M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 50,279 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $1.27M.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #804 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2015 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $23.4M in Q4 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.