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

Trevian 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
-33,296
Closed -$843K – 51
2025
Q4 		$843K Buy
+33,296
New +$844K 0.4% 29

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

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

Trevian Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2026, closing a stake of 33,296 shares — an estimated $843K sold.

Trevian Wealth Management first reported a position in SJNK in Q4 2025 and held it in 1 quarter. The position peaked at $843K in Q4 2025. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

  • Trevian 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.
  • Trevian Wealth Management sold 33,296 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $843K.
  • Trevian Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
  • Trevian Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $843K 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 Trevian Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.