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

Baldwin Wealth Partners’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
2024 Q1	–	Sell	-301	Closed	-$7.57K	–	728
2023 Q4	$7.57K	Hold	301	–	–	﹤0.01%	596
2023 Q3	$7.36K	Hold	301	–	–	﹤0.01%	596
2023 Q2	$7.43K	Hold	301	–	–	﹤0.01%	617
2023 Q1	$7.48K	Buy	+301	New	+$7.42K	﹤0.01%	643

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baldwin Wealth Partners's SJNK Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 301 shares — an estimated $7.57K sold.

Baldwin Wealth Partners first reported a position in SJNK in Q1 2023 and held it in 4 quarters. The position peaked at $7.57K in Q4 2023. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 301 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $7.57K.
Baldwin Wealth Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2023 and held it in 4 quarters.
Baldwin Wealth Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $7.57K in Q4 2023.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.