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

IRON 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
2020 Q1	–	Sell	-370,868	Closed	-$9.99M	–	117
2019 Q4	$9.99M	Buy	370,868 +190,469	+106%	+$5.1M	4.76%	8
2019 Q3	$4.87M	Buy	+180,399	New	+$4.88M	3.63%	8
2019 Q2	–	Sell	-420,346	Closed	-$11.5M	–	94
2019 Q1	$11.5M	Buy	+420,346	New	+$11.3M	7.25%	6
2018 Q4	–	Sell	-354,496	Closed	-$9.78M	–	85
2018 Q3	$9.78M	Buy	354,496 +331,684	+1,454%	+$9.1M	6.57%	7
2018 Q2	$623K	Sell	22,812 -13,688	-38%	-$375K	0.34%	41
2018 Q1	$999K	Buy	+36,500	New	+$1M	0.64%	30
2017 Q2	–	Sell	-33,210	Closed	-$929K	–	86
2017 Q1	$929K	Buy	+33,210	New	+$927K	0.67%	34

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

IRON Financial's SJNK Position: Q1 2020 in Review

IRON Financial sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2020, closing a stake of 370,868 shares — an estimated $9.99M sold.

IRON Financial first reported a position in SJNK in Q1 2017 and held it in 7 quarters. The position peaked at $11.5M in Q1 2019. 239 funds tracked by Wall St. Rank hold SJNK as of Q1 2020.

IRON Financial reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
IRON Financial sold 370,868 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2020, an estimated $9.99M.
IRON Financial first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2017 and held it in 7 quarters.
IRON Financial's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $11.5M in Q1 2019.
239 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2020.

Based on IRON Financial's 13F filing for Q1 2020, filed 20 Apr 2020.