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	–	539
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 $14.8B AUM 26% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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 $18.3B AUM 36.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

EWM

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

Clearview Wealth Advisors's SJNK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2023, closing a stake of 297 shares — an estimated $7.34K sold.

Clearview Wealth Advisors first reported a position in SJNK in Q4 2020 and held it in 11 quarters. The position peaked at $469K in Q4 2021. 337 funds tracked by Wall St. Rank hold SJNK as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 297 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2023, an estimated $7.34K.
Clearview Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $469K in Q4 2021.
337 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.