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Guardian Wealth Advisors (North Carolina)’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q4 		– Sell
-40
Closed -$1K – 391
2022
Q3 		$1K Sell
40
-1,081
-96% -$26.6K ﹤0.01% 337
2022
Q2 		$27K Buy
+1,121
New +$28.3K ﹤0.01% 258

Other funds holding SJNK

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APC
Aristotle Pacific Capital Newport Beach, California $123M AUM 0.73% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SJNK Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SJNK in Q2 2022 and held it in 2 quarters. The position peaked at $27K in Q2 2022. 347 funds tracked by Wall St. Rank hold SJNK as of Q4 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 40 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2022, an estimated $1K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2022 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $27K in Q2 2022.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.