BWM
SJNK icon

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

Baystate 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
2019
Q4 		– Sell
-575
Closed -$16K – 656
2019
Q3 		$16K Buy
+575
New +$15.5K ﹤0.01% 315
2016
Q3 		– Sell
-17,894
Closed -$483K – 59
2016
Q2 		$483K Sell
17,894
-700
-4% -$18.5K 0.11% 34
2016
Q1 		$480K Buy
18,594
+911
+5% +$23K 0.1% 30
2015
Q4 		$454K Buy
17,683
+1,616
+10% +$43.1K 0.1% 30
2015
Q3 		$433K Buy
16,067
+732
+5% +$20.5K 0.11% 31
2015
Q2 		$443K Buy
15,335
+275
+2% +$8.03K 0.12% 33
2015
Q1 		$440K Buy
+15,060
New +$439K 0.12% 33

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return