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

Meridian 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 		$249K Hold
9,961
– – 0.01% 691
2025
Q4 		$252K Buy
9,961
+509
+5% +$12.9K 0.01% 666
2025
Q3 		$242K Sell
9,452
-1,174
-11% -$29.9K 0.01% 630
2025
Q2 		$271K Sell
10,626
-1,180
-10% -$29.5K 0.01% 578
2025
Q1 		$297K Sell
11,806
-390
-3% -$9.91K 0.01% 523
2024
Q4 		$308K Sell
12,196
-215
-2% -$5.48K 0.01% 513
2024
Q3 		$320K Sell
12,411
-883
-7% -$22.3K 0.02% 503
2024
Q2 		$332K Buy
+13,294
New +$331K 0.04% 223
2024
Q1 		– Sell
-18,792
Closed -$472K – 468
2023
Q4 		$472K Sell
18,792
-2,246
-11% -$55.1K 0.03% 392
2023
Q3 		$515K Sell
21,038
-2,967
-12% -$73K 0.03% 361
2023
Q2 		$593K Sell
24,005
-2,176
-8% -$53.4K 0.05% 295
2023
Q1 		$650K Sell
26,181
-941
-3% -$23.2K 0.06% 278
2022
Q4 		$657K Sell
27,122
-3
-0% -$73 0.06% 261
2022
Q3 		$645K Sell
27,125
-30,313
-53% -$747K 0.07% 242
2022
Q2 		$1.39M Buy
+57,438
New +$1.45M 0.11% 194

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
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Wealthfront Advisers
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IGAM
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return