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Lee, Danner & Bass’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-243
Closed -$6.14K – 631
2024
Q4 		$6.14K Buy
+243
New +$6.19K ﹤0.01% 578

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Lee, Danner & Bass's SJNK Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2025, closing a stake of 243 shares — an estimated $6.14K sold.

Lee, Danner & Bass first reported a position in SJNK in Q4 2024 and held it in 1 quarter. The position peaked at $6.14K in Q4 2024. 377 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 243 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $6.14K.
  • Lee, Danner & Bass first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $6.14K in Q4 2024.
  • 377 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.