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TrueWealth Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

TrueWealth Advisors’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 		$626K Sell
25,005
-2,211
-8% -$55.4K 0.14% 132
2026
Q1 		$680K Sell
27,216
-130,872
-83% -$3.3M 0.17% 112
2025
Q4 		$4M Buy
158,088
+7,666
+5% +$194K 1.04% 20
2025
Q3 		$3.85M Sell
150,422
-979
-0.6% -$24.9K 1.04% 20
2025
Q2 		$3.86M Sell
151,401
-1,719
-1% -$43K 1.14% 19
2025
Q1 		$3.85M Buy
153,120
+19,507
+15% +$496K 1.27% 17
2024
Q4 		$3.37M Buy
133,613
+4,038
+3% +$103K 1.13% 18
2024
Q3 		$3.34M Sell
129,575
-46,048
-26% -$1.16M 1.11% 19
2024
Q2 		$4.39M Buy
175,623
+10,890
+7% +$272K 1.62% 12
2024
Q1 		$4.15M Buy
164,733
+77,839
+90% +$1.96M 1.6% 12
2023
Q4 		$2.18M Sell
86,894
-4,070
-4% -$99.8K 0.85% 25
2023
Q3 		$2.22M Sell
90,964
-18,096
-17% -$445K 0.94% 22
2023
Q2 		$2.69M Sell
109,060
-67,487
-38% -$1.66M 1.11% 21
2023
Q1 		$4.39M Sell
176,547
-44,970
-20% -$1.11M 1.84% 13
2022
Q4 		$5.37M Buy
221,517
+179,769
+431% +$4.37M 2.35% 12
2022
Q3 		$993K Sell
41,748
-30,454
-42% -$751K 0.47% 41
2022
Q2 		$1.74M Sell
72,202
-210,228
-74% -$5.31M 0.81% 30
2022
Q1 		$7.67M Hold
282,430
– – 3.44% 7
2021
Q4 		$7.67M Buy
282,430
+4,954
+2% +$135K 3.44% 7
2021
Q3 		$7.6M Sell
277,476
-38,051
-12% -$1.04M 4.28% 3
2021
Q2 		$8.7M Buy
315,527
+46,731
+17% +$1.28M 5.08% 2
2021
Q1 		$7.35M Buy
268,796
+151,973
+130% +$4.12M 4.77% 3
2020
Q4 		$3.14M Buy
+116,823
New +$3.08M 2.7% 11

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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 $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

TrueWealth Advisors's SJNK Position: Q2 2026 in Review

TrueWealth Advisors reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 8.1% in Q2 2026, selling an estimated $55.4K and leaving 25,005 shares worth $626K. The position accounts for 0.14% of the portfolio, ranked #132.

TrueWealth Advisors first reported a position in SJNK in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.7M in Q2 2021. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • TrueWealth Advisors held 25,005 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $626K as of Q2 2026.
  • TrueWealth Advisors sold 2,211 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $55.4K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.14% of TrueWealth Advisors's portfolio in Q2 2026, its #132 holding.
  • TrueWealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $8.7M in Q2 2021.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.