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

Confluence Wealth Services’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	-1,985	Closed	-$53K	–	1003
2021 Q4	$53K	Buy	+1,985	New	+$54K	0.02%	459

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 22.96% 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

Confluence Wealth Services's SJNK Position: Q1 2022 in Review

Confluence Wealth Services sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2022, closing a stake of 1,985 shares — an estimated $53K sold.

Confluence Wealth Services first reported a position in SJNK in Q4 2021 and held it in 1 quarter. The position peaked at $53K in Q4 2021. 326 funds tracked by Wall St. Rank hold SJNK as of Q1 2022.

Confluence Wealth Services reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 1,985 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2022, an estimated $53K.
Confluence Wealth Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $53K in Q4 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 Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.