IWMWV
SJNK icon

Ironwood Wealth Management (West Virginia)’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Ironwood Wealth Management (West Virginia)’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 		$8.83M Buy
354,250
+26,121
+8% +$654K 3.73% 13
2026
Q1 		$8.24M Buy
328,129
+2,547
+0.8% +$64.2K 3.69% 13
2025
Q4 		$8.28M Sell
325,582
-2,546
-0.8% -$64.5K 3.71% 13
2025
Q3 		$8.27M Buy
328,128
+5,235
+2% +$133K 3.79% 13
2025
Q2 		$8.17M Buy
322,893
+41
+0% +$1.02K 3.86% 13
2025
Q1 		$7.86M Buy
322,852
+10,266
+3% +$261K 4.1% 12
2024
Q4 		$7.89M Buy
312,586
+10,801
+4% +$275K 3.89% 11
2024
Q3 		$7.71M Buy
301,785
+6,219
+2% +$157K 3.78% 13
2024
Q2 		$7.41M Buy
295,566
+6,012
+2% +$150K 3.75% 12
2024
Q1 		$7.2M Buy
289,554
+4,980
+2% +$125K 3.77% 12
2023
Q4 		$7.18M Buy
284,574
+4,641
+2% +$114K 3.93% 12
2023
Q3 		$6.75M Buy
279,933
+1,021
+0.4% +$25.1K 4.03% 12
2023
Q2 		$6.8M Buy
278,912
+980
+0.4% +$24.1K 3.96% 12
2023
Q1 		$6.83M Sell
277,932
-2,176
-0.8% -$53.6K 4.07% 12
2022
Q4 		$7M Buy
280,108
+2,318
+0.8% +$56.3K 4.1% 12
2022
Q3 		$6.65M Buy
+277,790
New +$6.85M 4.78% 10

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BI
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
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

Ironwood Wealth Management (West Virginia)'s SJNK Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 8% in Q2 2026, buying an estimated $654K and bringing the position to 354,250 shares worth $8.83M. The position accounts for 3.73% of the portfolio, ranked #13.

Ironwood Wealth Management (West Virginia) first reported a position in SJNK in Q3 2022 and has held it in 16 quarters since. 395 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 354,250 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $8.83M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) bought 26,121 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $654K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 3.73% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #13 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.