BFC Planning, Inc.’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

BFC Planning, Inc.’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 Q3	$104K	Sell	4,273 -3,998	-48%	-$99K	﹤0.01%	1222
2026 Q2	$207K	Buy	8,271 +3,273	+65%	+$82K	0.01%	921
2026 Q1	$125K	Sell	4,998 -465	-9%	-$11.7K	0.01%	1035
2025 Q4	$138K	Buy	5,463 +335	+7%	+$8.49K	0.01%	1008
2025 Q3	$131K	Sell	5,128 -12	-0.2%	-$305	0.01%	821
2025 Q2	$131K	Sell	5,140 -135	-3%	-$3.38K	0.01%	777
2025 Q1	$133K	Sell	5,275 -189	-3%	-$4.8K	0.01%	763
2024 Q4	$138K	Buy	5,464 +751	+16%	+$19.1K	0.01%	748
2024 Q3	$121K	Buy	+4,713	New	+$119K	0.01%	796

Other funds holding SJNK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

BFC Planning, Inc.'s SJNK Position: Q3 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 48% in Q3 2026, selling an estimated $99K and leaving 4,273 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

BFC Planning, Inc. first reported a position in SJNK in Q3 2024 and has held it in 9 quarters since. The position peaked at $207K in Q2 2026. 340 funds tracked by Wall St. Rank hold SJNK as of Q3 2026.

BFC Planning, Inc. held 4,273 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $104K as of Q3 2026.
BFC Planning, Inc. sold 3,998 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2026, an estimated $99K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1222 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $207K in Q2 2026.
340 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.