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

Moulton 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
Q3 		$6.37M Buy
263,969
+18,119
+7% +$449K 4.32% 7
2026
Q2 		$6.12M Buy
245,850
+60,542
+33% +$1.52M 4.02% 6
2026
Q1 		$4.62M Buy
+185,308
New +$4.67M 3.14% 7
2025
Q4 		– Sell
-383,449
Closed -$9.82M – 49
2025
Q3 		$9.82M Sell
383,449
-57,326
-13% -$1.46M 7.14% 4
2025
Q2 		$11.2M Buy
440,775
+316,693
+255% +$7.92M 8.47% 3
2025
Q1 		$3.12M Buy
+124,082
New +$3.15M 2.38% 11

Other funds holding SJNK

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Moulton Wealth Management's SJNK Position: Q3 2026 in Review

Moulton Wealth Management increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 7.4% in Q3 2026, buying an estimated $449K and bringing the position to 263,969 shares worth $6.37M. The position accounts for 4.32% of the portfolio, ranked #7.

Moulton Wealth Management first reported a position in SJNK in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.2M in Q2 2025. 39 funds tracked by Wall St. Rank hold SJNK as of Q3 2026.

  • Moulton Wealth Management held 263,969 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $6.37M as of Q3 2026.
  • Moulton Wealth Management bought 18,119 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2026, an estimated $449K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 4.32% of Moulton Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Moulton Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Moulton Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $11.2M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.