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

Lake Point 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
2022 Q2	$2K	Hold	81	–	–	﹤0.01%	336
2022 Q1	$2K	Hold	81	–	–	﹤0.01%	344
2021 Q4	$2K	Hold	81	–	–	﹤0.01%	348
2021 Q3	$2K	Hold	81	–	–	﹤0.01%	329
2021 Q2	$2K	Buy	+81	New	+$2.22K	﹤0.01%	344
2020 Q1	$2K	Hold	81	–	–	﹤0.01%	278
2019 Q4	$2K	Buy	+81	New	+$2.17K	﹤0.01%	510
2019 Q2	$7K	Hold	240	–	–	﹤0.01%	381
2019 Q1	$7K	Sell	240 -12,309	-98%	-$332K	﹤0.01%	381
2018 Q4	$327K	Buy	+12,549	New	+$337K	0.12%	104

Other funds holding SJNK

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Neuberger Berman Group

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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Aristotle Pacific Capital Newport Beach, California $123M AUM 0.73% 1-Year Est. Return

Envestnet Asset Management

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

State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return