KW
SJNK icon

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

KWB Wealth’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
-36,703
Closed -$890K – 133
2023
Q1 		$890K Buy
36,703
+931
+3% +$23K 0.16% 49
2022
Q4 		$867K Buy
+35,772
New +$869K 0.16% 49

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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

KWB Wealth's SJNK Position: Q2 2023 in Review

KWB Wealth sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 36,703 shares — an estimated $890K sold.

KWB Wealth first reported a position in SJNK in Q4 2022 and held it in 2 quarters. The position peaked at $890K in Q1 2023. 343 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

  • KWB Wealth reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • KWB Wealth sold 36,703 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $890K.
  • KWB Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and held it in 2 quarters.
  • KWB Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $890K 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 KWB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.