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

RMG 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
Q1 		– Sell
-83,427
Closed -$1.89M – 645
2025
Q4 		$1.89M Sell
83,427
-2,576,171
-97% -$65.3M 0.25% 14
2025
Q3 		$67.6M Buy
2,659,598
+203,885
+8% +$5.19M 9.52% 4
2025
Q2 		$62.3M Buy
+2,455,713
New +$61.4M 9.59% 4

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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 $530B 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

RMG Wealth Management's SJNK Position: Q1 2026 in Review

RMG Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2026, closing a stake of 83,427 shares — an estimated $1.89M sold.

RMG Wealth Management first reported a position in SJNK in Q2 2025 and held it in 3 quarters. The position peaked at $67.6M in Q3 2025. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

  • RMG Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • RMG Wealth Management sold 83,427 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $1.89M.
  • RMG Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2025 and held it in 3 quarters.
  • RMG Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $67.6M in Q3 2025.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.