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

GoalVest Advisory’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 Q1	–	Sell	-41	Closed	-$1.03K	–	535
2024 Q4	$1.03K	Buy	+41	New	+$1.04K	﹤0.01%	355
2022 Q2	–	Sell	-12	Closed	–	–	506
2022 Q1	$0	Buy	+12	New	+$318	﹤0.01%	487
2021 Q1	–	Sell	-6	Closed	–	–	224
2020 Q4	$0	Buy	+6	New	+$158	﹤0.01%	215

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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 $150B AUM 40.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GoalVest Advisory's SJNK Position: Q1 2025 in Review

GoalVest Advisory sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2025, closing a stake of 41 shares — an estimated $1.03K sold.

GoalVest Advisory first reported a position in SJNK in Q4 2020 and held it in 3 quarters. The position peaked at $1.03K in Q4 2024. 377 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

GoalVest Advisory reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 41 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $1.03K.
GoalVest Advisory first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and held it in 3 quarters.
GoalVest Advisory's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.03K in Q4 2024.
377 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.