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

MBM Wealth Consultants’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	–	Sell	-198	Closed	-$4.95K	–	325
2026 Q1	$4.95K	Buy	+198	New	+$4.99K	﹤0.01%	268
2023 Q3	–	Sell	-282,386	Closed	-$6.98M	–	109
2023 Q2	$6.98M	Buy	282,386 +20,435	+8%	+$502K	2.99%	9
2023 Q1	$6.86M	Hold	261,951	–	–	2.8%	12
2022 Q4	$6.36M	Sell	261,951 -360	-0.1%	-$8.74K	2.94%	11
2022 Q3	$6.29M	Sell	262,311 -43,947	-14%	-$1.08M	3.03%	10
2022 Q2	$7.39M	Sell	306,258 -98,649	-24%	-$2.49M	3.61%	10
2022 Q1	$10.6M	Buy	404,907 +17,997	+5%	+$477K	4.41%	4
2021 Q4	$10.5M	Buy	386,910 +24,467	+7%	+$665K	4.36%	4
2021 Q3	$9.93M	Sell	362,443 -61,627	-15%	-$1.69M	4.53%	4
2021 Q2	$11.7M	Buy	+424,070	New	+$11.6M	5.49%	3
2019 Q1	–	Sell	-80,844	Closed	-$2.1M	–	237
2018 Q4	$2.1M	Buy	+80,844	New	+$2.17M	2.05%	12

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

MBM Wealth Consultants's SJNK Position: Q2 2026 in Review

MBM Wealth Consultants sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2026, closing a stake of 198 shares — an estimated $4.95K sold.

MBM Wealth Consultants first reported a position in SJNK in Q4 2018 and held it in 11 quarters. The position peaked at $11.7M in Q2 2021. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

MBM Wealth Consultants reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 198 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $4.95K.
MBM Wealth Consultants first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and held it in 11 quarters.
MBM Wealth Consultants's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $11.7M in Q2 2021.
396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.