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

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

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

Financial Strategies Group's SJNK Position: Q1 2024 in Review

Financial Strategies Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 28,755 shares — an estimated $723K sold.

Financial Strategies Group first reported a position in SJNK in Q1 2022 and held it in 8 quarters. The position peaked at $772K in Q3 2023. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

Financial Strategies Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Financial Strategies Group sold 28,755 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $723K.
Financial Strategies Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2022 and held it in 8 quarters.
Financial Strategies Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $772K in Q3 2023.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Financial Strategies Group's 13F filing for Q1 2024, filed 18 Apr 2024.