RWPA
SJNK icon

Richard W. Paul & Associates’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Richard W. Paul & Associates’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
Q1 		$137K Sell
5,486
-891
-14% -$22.5K 0.05% 161
2025
Q4 		$161K Sell
6,377
-1,035
-14% -$26.2K 0.05% 160
2025
Q3 		$190K Sell
7,412
-355
-5% -$9.03K 0.06% 163
2025
Q2 		$198K Buy
7,767
+3,812
+96% +$95.3K 0.07% 166
2025
Q1 		$99.5K Buy
3,955
+632
+19% +$16.1K 0.04% 184
2024
Q4 		$83.9K Buy
3,323
+401
+14% +$10.2K 0.03% 196
2024
Q3 		$75.2K Buy
2,922
+354
+14% +$8.96K 0.03% 197
2024
Q2 		$64.1K Buy
2,568
+451
+21% +$11.2K 0.02% 202
2024
Q1 		$53.4K Buy
2,117
+1,034
+95% +$26K 0.02% 214
2023
Q4 		$27.2K Sell
1,083
-7,281
-87% -$179K 0.01% 237
2023
Q3 		$205K Sell
8,364
-393
-4% -$9.68K 0.09% 157
2023
Q2 		$216K Buy
8,757
+8,672
+10,202% +$213K 0.09% 167
2023
Q1 		$2.11K Sell
85
-9,114
-99% -$225K ﹤0.01% 432
2022
Q4 		$223K Buy
+9,199
New +$223K 0.11% 160

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return