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

Halpern Financial’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 Q2	–	Sell	-11,920	Closed	-$313K	–	343
2022 Q1	$313K	Buy	+11,920	New	+$316K	0.12%	48

Other funds holding SJNK

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

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

APC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Halpern Financial's SJNK Position: Q2 2022 in Review

Halpern Financial sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2022, closing a stake of 11,920 shares — an estimated $313K sold.

Halpern Financial first reported a position in SJNK in Q1 2022 and held it in 1 quarter. The position peaked at $313K in Q1 2022. 303 funds tracked by Wall St. Rank hold SJNK as of Q2 2022.

Halpern Financial reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
Halpern Financial sold 11,920 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2022, an estimated $313K.
Halpern Financial first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2022 and held it in 1 quarter.
Halpern Financial's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $313K in Q1 2022.
303 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.