MSFP
SJNK icon

Mark Sheptoff Financial Planning’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-97
Closed -$2.47K – 535
2025
Q2 		$2.47K Buy
+97
New +$2.42K ﹤0.01% 454

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Mark Sheptoff Financial Planning's SJNK Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2025, closing a stake of 97 shares — an estimated $2.47K sold.

Mark Sheptoff Financial Planning first reported a position in SJNK in Q2 2025 and held it in 1 quarter. The position peaked at $2.47K in Q2 2025. 401 funds tracked by Wall St. Rank hold SJNK as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 97 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2025, an estimated $2.47K.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.47K in Q2 2025.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.