Millstone Evans Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Millstone Evans 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
2026 Q2	$206K	Buy	8,213 +5,240	+176%	+$131K	0.11%	140
2026 Q1	$74.3K	Buy	2,973 +2,004	+207%	+$50.5K	0.04%	265
2025 Q4	$24.5K	Hold	969	–	–	0.01%	445
2025 Q3	$24.8K	Hold	969	–	–	0.02%	427
2025 Q2	$24.7K	Hold	969	–	–	0.02%	417
2025 Q1	$24.4K	Buy	969 +423	+77%	+$10.7K	0.02%	422
2024 Q4	$13.8K	Buy	+546	New	+$13.9K	0.01%	461

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

Millstone Evans Group's SJNK Position: Q2 2026 in Review

Millstone Evans Group increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 176% in Q2 2026, buying an estimated $131K and bringing the position to 8,213 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #140.

Millstone Evans Group first reported a position in SJNK in Q4 2024 and has held it in 7 quarters since. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Millstone Evans Group held 8,213 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $206K as of Q2 2026.
Millstone Evans Group bought 5,240 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $131K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.11% of Millstone Evans Group's portfolio in Q2 2026, its #140 holding.
Millstone Evans Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.