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Root Financial Partners’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Root Financial Partners’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 		– Sell
-1,104
Closed -$27.6K – 2710
2026
Q1 		$27.6K Sell
1,104
-82
-7% -$2.07K ﹤0.01% 1158
2025
Q4 		$30K Sell
1,186
-168
-12% -$4.26K ﹤0.01% 951
2025
Q3 		$34.7K Buy
+1,354
New +$34.5K ﹤0.01% 817

Other funds holding SJNK

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Root Financial Partners's SJNK Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2026, closing a stake of 1,104 shares — an estimated $27.6K sold.

Root Financial Partners first reported a position in SJNK in Q3 2025 and held it in 3 quarters. The position peaked at $34.7K in Q3 2025. 151 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,104 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $27.6K.
  • Root Financial Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $34.7K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.