Calton & Associates’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Calton & Associates’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 Q1	–	Sell	-45,846	Closed	-$1.24M	–	402
2021 Q4	$1.24M	Sell	45,846 -7,610	-14%	-$207K	0.33%	77
2021 Q3	$1.46M	Buy	53,456 +20,785	+64%	+$570K	0.32%	82
2021 Q2	$901K	Sell	32,671 -817	-2%	-$22.4K	0.17%	127
2021 Q1	$915K	Buy	+33,488	New	+$908K	0.18%	113
2018 Q1	–	Sell	-359	Closed	-$9K	–	1119
2017 Q4	$9K	Buy	+359	New	+$9.95K	﹤0.01%	1101

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

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

IAIM

Industrial Alliance Investment Management Quebec, Quebec, Canada $212M AUM 29.49% 1-Year Est. Return

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

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

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

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Calton & Associates's SJNK Position: Q1 2022 in Review

Calton & Associates sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2022, closing a stake of 45,846 shares — an estimated $1.24M sold.

Calton & Associates first reported a position in SJNK in Q4 2017 and held it in 5 quarters. The position peaked at $1.46M in Q3 2021. 326 funds tracked by Wall St. Rank hold SJNK as of Q1 2022.

Calton & Associates reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
Calton & Associates sold 45,846 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2022, an estimated $1.24M.
Calton & Associates first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2017 and held it in 5 quarters.
Calton & Associates's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.46M in Q3 2021.
326 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2022.

Based on Calton & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.