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Personal CFO Solutions’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Personal CFO Solutions’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 		$327K Buy
13,079
+1,447
+12% +$36.2K 0.05% 369
2026
Q1 		$291K Sell
11,632
-1,844
-14% -$46.5K 0.04% 391
2025
Q4 		$341K Buy
13,476
+217
+2% +$5.5K 0.05% 323
2025
Q3 		$339K Buy
13,259
+58
+0.4% +$1.48K 0.06% 310
2025
Q2 		$336K Sell
13,201
-815
-6% -$20.4K 0.06% 298
2025
Q1 		$353K Buy
14,016
+427
+3% +$10.8K 0.07% 273
2024
Q4 		$343K Buy
13,589
+313
+2% +$7.98K 0.07% 280
2024
Q3 		$342K Sell
13,276
-431
-3% -$10.9K 0.05% 366
2024
Q2 		$342K Sell
13,707
-916
-6% -$22.8K 0.05% 342
2024
Q1 		$369K Sell
14,623
-676
-4% -$17K 0.06% 343
2023
Q4 		$385K Sell
15,299
-892
-6% -$21.9K 0.07% 308
2023
Q3 		$396K Sell
16,191
-1,437
-8% -$35.4K 0.08% 254
2023
Q2 		$435K Buy
+17,628
New +$433K 0.09% 230
2023
Q1 		– Sell
-18,132
Closed -$440K – 500
2022
Q4 		$440K Buy
+18,132
New +$440K 0.09% 207
2022
Q1 		– Sell
-14,557
Closed -$395K – 509
2021
Q4 		$395K Buy
14,557
+652
+5% +$17.7K 0.07% 248
2021
Q3 		$381K Sell
13,905
-504
-3% -$13.8K 0.08% 230
2021
Q2 		$397K Buy
14,409
+838
+6% +$23K 0.08% 223
2021
Q1 		$371K Buy
13,571
+27
+0.2% +$732 0.08% 218
2020
Q4 		$365K Buy
13,544
+665
+5% +$17.5K 0.09% 205
2020
Q3 		$0 Buy
+12,879
New +$332K ﹤0.01% 299
2020
Q2 		– Sell
-19,480
Closed -$459K – 349
2020
Q1 		$459K Buy
19,480
+5,035
+35% +$131K 0.16% 128
2019
Q4 		$389K Buy
14,445
+263
+2% +$7.05K 0.11% 170
2019
Q3 		$385K Buy
+14,182
New +$383K 0.15% 176

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

Personal CFO Solutions's SJNK Position: Q2 2026 in Review

Personal CFO Solutions increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 12% in Q2 2026, buying an estimated $36.2K and bringing the position to 13,079 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #369.

Personal CFO Solutions first reported a position in SJNK in Q3 2019 and has held it in 23 quarters since. The position peaked at $459K in Q1 2020. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Personal CFO Solutions held 13,079 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $327K as of Q2 2026.
  • Personal CFO Solutions bought 1,447 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $36.2K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #369 holding.
  • Personal CFO Solutions first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2019 and has held it in 23 quarters since.
  • Personal CFO Solutions's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $459K in Q1 2020.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.