Howe & Rusling’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Howe & Rusling’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
2025 Q4	–	Sell	-493	Closed	-$12.6K	–	498
2025 Q3	$12.6K	Hold	493	–	–	﹤0.01%	412
2025 Q2	$12.6K	Buy	+493	New	+$12.3K	﹤0.01%	407
2024 Q1	–	Sell	-36	Closed	-$906	–	409
2023 Q4	$906	Buy	+36	New	+$883	﹤0.01%	372

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IGAM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Howe & Rusling's SJNK Position: Q4 2025 in Review

Howe & Rusling sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2025, closing a stake of 493 shares — an estimated $12.6K sold.

Howe & Rusling first reported a position in SJNK in Q4 2023 and held it in 3 quarters. The position peaked at $12.6K in Q3 2025. 416 funds tracked by Wall St. Rank hold SJNK as of Q4 2025.

Howe & Rusling reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Howe & Rusling sold 493 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2025, an estimated $12.6K.
Howe & Rusling first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2023 and held it in 3 quarters.
Howe & Rusling's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $12.6K in Q3 2025.
416 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2025.

Based on Howe & Rusling's 13F filing for Q4 2025, filed 17 Feb 2026.