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

Bartlett & Co 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
2018
Q2 		– Sell
-1,109
Closed -$30.4K – 771
2018
Q1 		$30.4K Buy
+1,109
New +$30.5K ﹤0.01% 479

Other funds holding SJNK

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bartlett & Co Wealth Management's SJNK Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2018, closing a stake of 1,109 shares — an estimated $30.4K sold.

Bartlett & Co Wealth Management first reported a position in SJNK in Q1 2018 and held it in 1 quarter. The position peaked at $30.4K in Q1 2018. 264 funds tracked by Wall St. Rank hold SJNK as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,109 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2018, an estimated $30.4K.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $30.4K in Q1 2018.
  • 264 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.