Financial Strategies Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Financial Strategies Group’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
2024 Q1	–	Sell	-28,755	Closed	-$723K	–	85
2023 Q4	$723K	Sell	28,755 -3,315	-10%	-$81.3K	0.21%	45
2023 Q3	$772K	Buy	32,070 +12,222	+62%	+$301K	0.24%	45
2023 Q2	$490K	Sell	19,848 -732	-4%	-$18K	0.16%	49
2023 Q1	$511K	Buy	20,580 +6,357	+45%	+$157K	0.2%	51
2022 Q4	$345K	Sell	14,223 -2,075	-13%	-$50.4K	0.14%	61
2022 Q3	$388K	Sell	16,298 -3,333	-17%	-$82.1K	0.18%	58
2022 Q2	$473K	Buy	19,631 +9,633	+96%	+$243K	0.2%	56
2022 Q1	$262K	Buy	+9,998	New	+$265K	0.1%	79

Other funds holding SJNK

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $342M AUM 24.2% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return