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

AJ Wealth Strategies’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
2022 Q4	–	Sell	-20,372	Closed	-$484K	–	328
2022 Q3	$484K	Sell	20,372 -96,263	-83%	-$2.37M	0.03%	185
2022 Q2	$2.81M	Sell	116,635 -107,139	-48%	-$2.7M	0.15%	70
2022 Q1	$5.87M	Sell	223,774 -17,611	-7%	-$467K	0.29%	47
2021 Q4	$6.55M	Sell	241,385 -2,522,027	-91%	-$68.6M	0.31%	41
2021 Q3	$75.7M	Buy	2,763,412 +116,946	+4%	+$3.21M	4.09%	7
2021 Q2	$73M	Buy	2,646,466 +697,111	+36%	+$19.1M	4.36%	7
2021 Q1	$53.3M	Buy	+1,949,355	New	+$52.8M	3.79%	9

Other funds holding SJNK

IMPI

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

Jane Street New York $1.21T AUM 78.12% 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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCMG

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

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

APC

Aristotle Pacific Capital Newport Beach, California $210M AUM 2.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AJ Wealth Strategies's SJNK Position: Q4 2022 in Review

AJ Wealth Strategies sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2022, closing a stake of 20,372 shares — an estimated $484K sold.

AJ Wealth Strategies first reported a position in SJNK in Q1 2021 and held it in 7 quarters. The position peaked at $75.7M in Q3 2021. 347 funds tracked by Wall St. Rank hold SJNK as of Q4 2022.

AJ Wealth Strategies reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 20,372 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2022, an estimated $484K.
AJ Wealth Strategies first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2021 and held it in 7 quarters.
AJ Wealth Strategies's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $75.7M in Q3 2021.
347 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.