ICA Group Wealth Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

ICA Group Wealth Management’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
2023 Q2	–	Sell	-172	Closed	-$4.27K	–	1400
2023 Q1	$4.27K	Hold	172	–	–	﹤0.01%	978
2022 Q4	$4.17K	Buy	+172	New	+$4.18K	﹤0.01%	1007

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

ICA Group Wealth Management's SJNK Position: Q2 2023 in Review

ICA Group Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 172 shares — an estimated $4.27K sold.

ICA Group Wealth Management first reported a position in SJNK in Q4 2022 and held it in 2 quarters. The position peaked at $4.27K in Q1 2023. 343 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

ICA Group Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
ICA Group Wealth Management sold 172 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $4.27K.
ICA Group Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and held it in 2 quarters.
ICA Group Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4.27K in Q1 2023.
343 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.