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Certified Advisory Corp’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Certified Advisory Corp’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 		$8.67M Buy
347,098
+5,748
+2% +$145K 0.78% 37
2025
Q4 		$8.64M Buy
341,350
+6,455
+2% +$164K 0.79% 39
2025
Q3 		$8.57M Sell
334,895
-3,280
-1% -$83.5K 0.81% 40
2025
Q2 		$8.62M Sell
338,175
-2,349
-0.7% -$58.7K 0.9% 35
2025
Q1 		$8.57M Buy
340,524
+12,405
+4% +$315K 0.97% 33
2024
Q4 		$8.28M Buy
328,119
+7,429
+2% +$189K 0.9% 33
2024
Q3 		$8.26M Buy
320,690
+40,463
+14% +$1.02M 0.91% 34
2024
Q2 		$7M Sell
280,227
-3,604
-1% -$89.9K 0.88% 32
2024
Q1 		$7.16M Buy
283,831
+41,222
+17% +$1.04M 1% 27
2023
Q4 		$6.1M Sell
242,609
-23,412
-9% -$574K 0.93% 26
2023
Q3 		$5.93M Buy
266,021
+34,600
+15% +$852K 1.09% 21
2023
Q2 		$5.72M Buy
231,421
+17,546
+8% +$431K 1.05% 23
2023
Q1 		$5.31M Buy
+213,875
New +$5.27M 0.94% 25

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 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 $501B 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