Graves Light Lenhart Wealth’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Graves Light Lenhart Wealth’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	-420	Closed	-$10K	–	524
2022 Q2	$10K	Hold	420	–	–	﹤0.01%	485
2022 Q1	$11K	Hold	420	–	–	﹤0.01%	530
2021 Q4	$11K	Hold	420	–	–	﹤0.01%	594
2021 Q3	$12K	Hold	420	–	–	﹤0.01%	546
2021 Q2	$12K	Hold	420	–	–	﹤0.01%	546
2021 Q1	$11K	Hold	420	–	–	﹤0.01%	563
2020 Q4	$11K	Buy	+420	New	+$11.1K	﹤0.01%	544

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APC

Aristotle Pacific Capital Newport Beach, California $210M AUM 2.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Graves Light Lenhart Wealth's SJNK Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2022, closing a stake of 420 shares — an estimated $10K sold.

Graves Light Lenhart Wealth first reported a position in SJNK in Q4 2020 and held it in 7 quarters. The position peaked at $12K in Q3 2021. 293 funds tracked by Wall St. Rank hold SJNK as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 420 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2022, an estimated $10K.
Graves Light Lenhart Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $12K in Q3 2021.
293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.