LWM
SJNK icon

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

Liberty 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
2021
Q4 		– Sell
-82
Closed -$2K – 947
2021
Q3 		$2K Buy
82
+41
+100% +$1.12K ﹤0.01% 1079
2021
Q2 		$1K Hold
41
– – ﹤0.01% 1032
2021
Q1 		$1K Hold
41
– – ﹤0.01% 899
2020
Q4 		$1K Hold
41
– – ﹤0.01% 902
2020
Q3 		$1K Sell
41
-101
-71% -$2.61K ﹤0.01% 828
2020
Q2 		$0 Buy
142
+79
+125% +$1.95K ﹤0.01% 972
2020
Q1 		$3K Sell
63
-47
-43% -$1.22K ﹤0.01% 692
2019
Q4 		$3K Hold
110
– – ﹤0.01% 740
2019
Q3 		$3K Buy
+110
New +$2.97K ﹤0.01% 709
2019
Q2 		– Sell
-99
Closed -$2K – 946
2019
Q1 		$2K Buy
+99
New +$2.67K ﹤0.01% 643

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return