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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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BI
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
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

Moulton Wealth Management's SJNK Position: Q2 2026 in Review

Moulton Wealth Management increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 33% in Q2 2026, buying an estimated $1.52M and bringing the position to 245,850 shares worth $6.12M. The position accounts for 4.02% of the portfolio, ranked #6.

Moulton Wealth Management first reported a position in SJNK in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.2M in Q2 2025. 397 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Moulton Wealth Management held 245,850 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $6.12M as of Q2 2026.
  • Moulton Wealth Management bought 60,542 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $1.52M.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 4.02% of Moulton Wealth Management's portfolio in Q2 2026, its #6 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 5 quarters since.
  • Moulton Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $11.2M in Q2 2025.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.