CWA
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Clearview Wealth Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-297
Closed -$7.34K – 541
2023
Q2 		$7.34K Hold
297
– – 0.01% 393
2023
Q1 		$7.38K Sell
297
-150
-34% -$3.7K 0.01% 398
2022
Q4 		$10.8K Sell
447
-1,922
-81% -$46.7K 0.01% 319
2022
Q3 		$56K Sell
2,369
-173
-7% -$4.26K 0.04% 158
2022
Q2 		$61K Sell
2,542
-2,072
-45% -$52.3K 0.05% 163
2022
Q1 		$121K Sell
4,614
-12,675
-73% -$336K 0.08% 124
2021
Q4 		$469K Buy
17,289
+7,195
+71% +$196K 0.29% 72
2021
Q3 		$276K Buy
10,094
+9,174
+997% +$251K 0.17% 102
2021
Q2 		$25K Buy
920
+4
+0.4% +$110 0.02% 318
2021
Q1 		$25K Buy
916
+3
+0.3% +$81 0.02% 312
2020
Q4 		$25K Buy
+913
New +$24.1K 0.02% 279

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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 $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return