Legacy Financial Group (Iowa)’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Legacy Financial Group (Iowa)’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 Q4	–	Sell	-1,029	Closed	-$25.2K	–	431
2023 Q3	$25.2K	Buy	+1,029	New	+$25.3K	0.01%	245
2022 Q3	–	Sell	-45,315	Closed	-$1.09M	–	42
2022 Q2	$1.09M	Sell	45,315 -2,382	-5%	-$60.1K	0.34%	29
2022 Q1	$1.25M	Buy	+47,697	New	+$1.26M	0.37%	31
2021 Q4	–	Sell	-54,141	Closed	-$1.48M	–	53
2021 Q3	$1.48M	Sell	54,141 -713	-1%	-$19.5K	0.44%	33
2021 Q2	$1.51M	Buy	54,854 +215	+0.4%	+$5.89K	0.46%	37
2021 Q1	$1.49M	Sell	54,639 -507	-0.9%	-$13.7K	0.52%	34
2020 Q4	$1.49M	Buy	+55,146	New	+$1.46M	0.57%	36

Other funds holding SJNK

IMPI

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

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

CCMG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Legacy Financial Group (Iowa)'s SJNK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 1,029 shares — an estimated $25.2K sold.

Legacy Financial Group (Iowa) first reported a position in SJNK in Q4 2020 and held it in 7 quarters. The position peaked at $1.51M in Q2 2021. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 1,029 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $25.2K.
Legacy Financial Group (Iowa) first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and held it in 7 quarters.
Legacy Financial Group (Iowa)'s State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.51M in Q2 2021.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.