MAWAG
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Mid-American Wealth Advisory Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Mid-American Wealth Advisory Group’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
-202
Closed -$5.15K – 278
2025
Q2 		$5.15K Buy
+202
New +$5.05K ﹤0.01% 225
2024
Q1 		– Sell
-8,227
Closed -$207K – 53
2023
Q4 		$207K Sell
8,227
-111
-1% -$2.72K 0.15% 42
2023
Q3 		$202K Sell
8,338
-61,249
-88% -$1.51M 0.16% 39
2023
Q2 		$1.72M Buy
+69,587
New +$1.71M 1.34% 22
2022
Q1 		$1.69M Sell
64,345
-66,587
-51% -$1.77M 1.32% 24
2021
Q4 		$3.56M Buy
+130,932
New +$3.56M 2.86% 10

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return