Concurrent Investment Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Concurrent Investment Advisors’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 Q2	$1.11M	Buy	+44,348	New	+$1.11M	0.01%	958
2026 Q1	–	Sell	-42,402	Closed	-$1.07M	–	2040
2025 Q4	$1.07M	Buy	42,402 +28,847	+213%	+$731K	0.01%	795
2025 Q3	$347K	Buy	13,555 +4,205	+45%	+$107K	0.01%	1089
2025 Q2	$238K	Buy	+9,350	New	+$234K	﹤0.01%	1178

Other funds holding SJNK

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Concurrent Investment Advisors's SJNK Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2026: 44,348 shares worth $1.11M. The stake represents 0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in SJNK as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in SJNK in Q2 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Concurrent Investment Advisors held 44,348 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $1.11M as of Q2 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #958 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.