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Heritage Wealth Management (Arizona)’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Heritage Wealth Management (Arizona)’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 		$40.7K Buy
1,680
+840
+100% +$20.4K 0.01% 533
2022
Q3 		$20K Sell
840
-123
-13% -$3.03K 0.01% 532
2022
Q2 		$23.2K Sell
963
-194
-17% -$4.9K 0.01% 517
2022
Q1 		$30K Buy
+1,157
New +$30.7K 0.01% 539
2021
Q3 		$32K Sell
1,165
-28
-2% -$767 0.01% 507
2021
Q2 		$33K Buy
+1,193
New +$32.7K 0.01% 507

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

Heritage Wealth Management (Arizona)'s SJNK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 100% in Q4 2022, buying an estimated $20.4K and bringing the position to 1,680 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #533.

Heritage Wealth Management (Arizona) first reported a position in SJNK in Q2 2021 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold SJNK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,680 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $40.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 840 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2022, an estimated $20.4K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #533 holding.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2021 and has held it in 6 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.