Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022 Q3	–	Sell	-9,748	Closed	-$362K	–	257
2022 Q2	$362K	Buy	+9,748	New	+$246K	0.03%	171
2021 Q4	–	Sell	-1,264	Closed	-$108K	–	957
2021 Q3	$108K	Buy	+1,264	New	+$34.6K	0.01%	230

Other funds holding SJNK

IMPI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SJNK Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2022, closing a stake of 9,748 shares — an estimated $362K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SJNK in Q3 2021 and held it in 2 quarters. The position peaked at $362K in Q2 2022. 294 funds tracked by Wall St. Rank hold SJNK as of Q3 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 9,748 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2022, an estimated $362K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2021 and held it in 2 quarters.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $362K in Q2 2022.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.