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GeoWealth Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

GeoWealth Management’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
2025
Q3 		– Sell
-4,026
Closed -$103K – 1150
2025
Q2 		$103K Buy
4,026
+652
+19% +$16.3K ﹤0.01% 806
2025
Q1 		$84.9K Buy
3,374
+268
+9% +$6.81K ﹤0.01% 820
2024
Q4 		$78.4K Sell
3,106
-1,887
-38% -$48.1K ﹤0.01% 1033
2024
Q3 		$129K Sell
4,993
-43,010
-90% -$1.09M ﹤0.01% 834
2024
Q2 		$1.2M Sell
48,003
-70,125
-59% -$1.75M 0.05% 232
2024
Q1 		$2.98M Buy
118,128
+3,593
+3% +$90.3K 0.12% 135
2023
Q4 		$2.88M Buy
114,535
+10,594
+10% +$260K 0.24% 91
2023
Q3 		$2.54M Sell
103,941
-55,513
-35% -$1.37M 0.29% 85
2023
Q2 		$3.94M Buy
159,454
+98,974
+164% +$2.43M 0.43% 48
2023
Q1 		$1.5M Buy
60,480
+27,542
+84% +$679K 0.18% 78
2022
Q4 		$798K Sell
32,938
-771
-2% -$18.7K 0.08% 126
2022
Q3 		$802K Sell
33,709
-1,799
-5% -$44.3K 0.09% 132
2022
Q2 		$856K Sell
35,508
-866
-2% -$21.9K 0.11% 115
2022
Q1 		$955K Buy
36,374
+16,178
+80% +$429K 0.08% 149
2021
Q4 		$549K Buy
+20,196
New +$549K 0.04% 199
2019
Q4 		– Sell
-9,023
Closed -$244K – 193
2019
Q3 		$244K Buy
+9,023
New +$244K 0.05% 175

Other funds holding SJNK

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return