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

Castleview 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
2025 Q1	–	Sell	-544	Closed	-$13.8K	–	492
2024 Q4	$13.8K	Hold	544	–	–	0.01%	536
2024 Q3	$14K	Sell	544 -6	-1%	-$152	0.01%	501
2024 Q2	$13.7K	Buy	550 +9	+2%	+$224	0.01%	479
2024 Q1	$13.6K	Buy	541 +490	+961%	+$12.3K	0.01%	512
2023 Q4	$1.28K	Buy	51 +1	+2%	+$25	﹤0.01%	745
2023 Q3	$1.22K	Buy	+50	New	+$1.23K	﹤0.01%	601
2022 Q3	–	Sell	-108	Closed	-$12.9K	–	739
2022 Q2	$12.9K	Sell	108 -83	-43%	-$2.1K	0.01%	433
2022 Q1	$5K	Buy	+191	New	+$5.06K	﹤0.01%	578
2021 Q2	$54K	Buy	+1,968	New	+$53.9K	0.02%	394

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Castleview Partners's SJNK Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2025, closing a stake of 544 shares — an estimated $13.8K sold.

Castleview Partners first reported a position in SJNK in Q2 2021 and held it in 9 quarters. The position peaked at $54K in Q2 2021. 377 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

Castleview Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 544 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $13.8K.
Castleview Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2021 and held it in 9 quarters.
Castleview Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $54K in Q2 2021.
377 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.