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

Accel 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
2023 Q2	–	Sell	-114	Closed	-$2.83K	–	742
2023 Q1	$2.83K	Hold	114	–	–	﹤0.01%	1072
2022 Q4	$2.76K	Sell	114 -21	-16%	-$510	﹤0.01%	878
2022 Q3	$3K	Hold	135	–	–	﹤0.01%	909
2022 Q2	$3K	Hold	135	–	–	﹤0.01%	871
2022 Q1	$4K	Hold	135	–	–	﹤0.01%	837
2021 Q4	$4K	Hold	135	–	–	﹤0.01%	845
2021 Q3	$4K	Hold	135	–	–	﹤0.01%	774
2021 Q2	$4K	Hold	135	–	–	﹤0.01%	827
2021 Q1	$4K	Hold	135	–	–	﹤0.01%	784
2020 Q4	$4K	Buy	+135	New	+$3.56K	﹤0.01%	739

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Accel Wealth Management's SJNK Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 114 shares — an estimated $2.83K sold.

Accel Wealth Management first reported a position in SJNK in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 343 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 114 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $2.83K.
Accel Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4K in Q1 2022.
343 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.