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Householder Group Estate & Retirement Specialist’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-11,420
Closed -$287K – 1312
2023
Q4 		$287K Sell
11,420
-32,202
-74% -$790K 0.09% 193
2023
Q3 		$1.07M Buy
+43,622
New +$1.07M 0.38% 54
2023
Q1 		$15K Buy
+601
New +$14.8K 0.01% 704
2022
Q4 		– Sell
-405
Closed -$9K – 991
2022
Q3 		$9K Buy
+405
New +$9.98K ﹤0.01% 760

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 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 $29.3B AUM 38.15% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GC
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SJNK Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 11,420 shares — an estimated $287K sold.

Householder Group Estate & Retirement Specialist first reported a position in SJNK in Q3 2022 and held it in 4 quarters. The position peaked at $1.07M in Q3 2023. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 11,420 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $287K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.07M in Q3 2023.
  • 350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.