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	–	945
2019 Q1	$2K	Buy	+99	New	+$2.67K	﹤0.01%	643

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

AIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Liberty Wealth Management's SJNK Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2021, closing a stake of 82 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in SJNK in Q1 2019 and held it in 10 quarters. The position peaked at $3K in Q1 2020. 360 funds tracked by Wall St. Rank hold SJNK as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 82 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019 and held it in 10 quarters.
Liberty Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3K in Q1 2020.
360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.