IAG Wealth Partners’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

IAG Wealth Partners’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	$1.61M	Buy	64,645 +4,724	+8%	+$119K	0.18%	62
2025 Q4	$1.52M	Buy	59,921 +7,873	+15%	+$200K	0.18%	61
2025 Q3	$1.33M	Buy	52,048 +4,895	+10%	+$125K	0.16%	64
2025 Q2	$1.2M	Sell	47,153 -5,856	-11%	-$146K	0.16%	62
2025 Q1	$1.33M	Sell	53,009 -7,796	-13%	-$198K	0.21%	55
2024 Q4	$1.54M	Buy	60,805 +1,541	+3%	+$39.3K	0.27%	51
2024 Q3	$1.53M	Buy	59,264 +4,393	+8%	+$111K	0.28%	49
2024 Q2	$1.37M	Buy	54,871 +6,557	+14%	+$163K	0.28%	45
2024 Q1	$1.22M	Buy	48,314 +5,444	+13%	+$137K	0.26%	48
2023 Q4	$1.08M	Buy	42,870 +5,371	+14%	+$132K	0.25%	48
2023 Q3	$917K	Buy	37,499 +14,215	+61%	+$350K	0.26%	44
2023 Q2	$575K	Buy	+23,284	New	+$572K	0.15%	51

Other funds holding SJNK

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

IAG Wealth Partners's SJNK Position: Q1 2026 in Review

IAG Wealth Partners increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 7.9% in Q1 2026, buying an estimated $119K and bringing the position to 64,645 shares worth $1.61M. The position accounts for 0.18% of the portfolio, ranked #62.

IAG Wealth Partners first reported a position in SJNK in Q2 2023 and has held it in 12 quarters since. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

IAG Wealth Partners held 64,645 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $1.61M as of Q1 2026.
IAG Wealth Partners bought 4,724 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $119K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.18% of IAG Wealth Partners's portfolio in Q1 2026, its #62 holding.
IAG Wealth Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2023 and has held it in 12 quarters since.
389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.