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

Lionshead Wealth Management’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	$2.99M	Buy	119,760 +8,899	+8%	+$224K	2.2%	11
2025 Q4	$2.81M	Buy	110,861 +6,386	+6%	+$162K	2.11%	11
2025 Q3	$2.67M	Buy	104,475 +6,213	+6%	+$158K	2.12%	11
2025 Q2	$2.5M	Buy	98,262 +18,152	+23%	+$454K	2.31%	10
2025 Q1	$2.02M	Buy	+80,110	New	+$2.04M	2.09%	17

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

Lionshead Wealth Management's SJNK Position: Q1 2026 in Review

Lionshead Wealth Management increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 8% in Q1 2026, buying an estimated $224K and bringing the position to 119,760 shares worth $2.99M. The position accounts for 2.2% of the portfolio, ranked #11.

Lionshead Wealth Management first reported a position in SJNK in Q1 2025 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

Lionshead Wealth Management held 119,760 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $2.99M as of Q1 2026.
Lionshead Wealth Management bought 8,899 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $224K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 2.2% of Lionshead Wealth Management's portfolio in Q1 2026, its #11 holding.
Lionshead Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2025 and has held it in 5 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 Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.