Cornerstone Planning Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Cornerstone Planning Group’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	$2.86K	Sell	115 -74	-39%	-$1.85K	﹤0.01%	1229
2026 Q1	$4.72K	Buy	189 +1	+0.5%	+$25	﹤0.01%	1100
2025 Q4	$4.78K	Buy	188 +27	+17%	+$685	﹤0.01%	998
2025 Q3	$76.5K	Buy	+161	New	+$4.1K	0.01%	252
2025 Q2	–	Sell	-78	Closed	-$1.94K	–	1670
2025 Q1	$1.94K	Buy	+78	New	+$1.98K	﹤0.01%	993
2024 Q3	–	Sell	-522	Closed	-$13K	–	1357
2024 Q2	$13K	Buy	+522	New	+$13K	﹤0.01%	385
2023 Q4	–	Sell	-44	Closed	-$1.08K	–	1015
2023 Q3	$1.08K	Hold	44	–	–	﹤0.01%	772
2023 Q2	$1.09K	Buy	+44	New	+$1.08K	﹤0.01%	1332
2022 Q4	$1.51M	Buy	+60,727	New	+$1.48M	0.63%	26

Other funds holding SJNK

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Cornerstone Planning Group's SJNK Position: Q2 2026 in Review

Cornerstone Planning Group reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 39% in Q2 2026, selling an estimated $1.85K and leaving 115 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Cornerstone Planning Group first reported a position in SJNK in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.51M in Q4 2022. 261 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Cornerstone Planning Group held 115 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $2.86K as of Q2 2026.
Cornerstone Planning Group sold 74 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $1.85K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1229 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and has held it in 9 quarters since.
Cornerstone Planning Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.51M in Q4 2022.
261 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.