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

Integrated Wealth Concepts’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	$2.25M	Buy	89,891 +36,346	+68%	+$910K	0.01%	903
2026 Q1	$1.34M	Buy	53,545 +30,736	+135%	+$775K	0.01%	953
2025 Q4	$578K	Sell	22,809 -11,001	-33%	-$279K	0.01%	1024
2025 Q3	$866K	Sell	33,810 -549	-2%	-$14K	0.01%	1061
2025 Q2	$875K	Sell	34,359 -6,168	-15%	-$154K	0.01%	999
2025 Q1	$1.02M	Buy	40,527 +15,048	+59%	+$382K	0.01%	822
2024 Q4	$643K	Sell	25,479 -26,182	-51%	-$667K	0.01%	1012
2024 Q3	$1.33M	Buy	51,661 +26,142	+102%	+$661K	0.02%	691
2024 Q2	$637K	Buy	+25,519	New	+$636K	0.01%	948
2023 Q3	–	Sell	-287,622	Closed	-$7.1M	–	1621
2023 Q2	$7.1M	Buy	+287,622	New	+$7.06M	0.12%	182

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

Integrated Wealth Concepts's SJNK Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 68% in Q2 2026, buying an estimated $910K and bringing the position to 89,891 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #903.

Integrated Wealth Concepts first reported a position in SJNK in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.1M in Q2 2023. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Integrated Wealth Concepts held 89,891 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $2.25M as of Q2 2026.
Integrated Wealth Concepts bought 36,346 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $910K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #903 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $7.1M in Q2 2023.
396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.