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 $1.21T AUM 78.12% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

APC

Aristotle Pacific Capital Newport Beach, California $210M AUM 2.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Lake Point Wealth Management's SJNK Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q2 2022 at 81 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Lake Point Wealth Management first reported a position in SJNK in Q4 2018 and has held it in 10 quarters since. The position peaked at $327K in Q4 2018. 303 funds tracked by Wall St. Rank hold SJNK as of Q2 2022.

Lake Point Wealth Management held 81 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $2K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q2 2022.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #336 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $327K in Q4 2018.
303 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.