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

Institute for 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
2017 Q4	–	Sell	-10,779	Closed	-$297K	–	416
2017 Q3	$297K	Sell	10,779 -2,027	-16%	-$56.5K	0.1%	228
2017 Q2	$354K	Buy	+12,806	New	+$358K	0.1%	280

Other funds holding SJNK

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institute for Wealth Management's SJNK Position: Q4 2017 in Review

Institute for Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2017, closing a stake of 10,779 shares — an estimated $297K sold.

Institute for Wealth Management first reported a position in SJNK in Q2 2017 and held it in 2 quarters. The position peaked at $354K in Q2 2017. 253 funds tracked by Wall St. Rank hold SJNK as of Q4 2017.

Institute for Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2017 after selling out during the quarter.
Institute for Wealth Management sold 10,779 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2017, an estimated $297K.
Institute for Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2017 and held it in 2 quarters.
Institute for Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $354K in Q2 2017.
253 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2017.

Based on Institute for Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.