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

SHP 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 		$13.8K Hold
552
– – ﹤0.01% 820
2025
Q4 		$14K Buy
+552
New +$14K ﹤0.01% 754

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $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 $58.2B AUM 22.78% 1-Year Est. Return

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

SHP Wealth Management held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q1 2026 at 552 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

SHP Wealth Management first reported a position in SJNK in Q4 2025 and has held it in 2 quarters since. The position peaked at $14K in Q4 2025. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

  • SHP Wealth Management held 552 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $13.8K as of Q1 2026.
  • SHP Wealth Management left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #820 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $14K in Q4 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 SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.