LifePlan Financial Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

LifePlan Financial Group’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
2020 Q3	$9K	Hold	340	–	–	﹤0.01%	420
2020 Q2	$9K	Hold	340	–	–	﹤0.01%	421
2020 Q1	$8K	Hold	340	–	–	﹤0.01%	413
2019 Q4	$9K	Hold	340	–	–	﹤0.01%	427
2019 Q3	$9K	Hold	340	–	–	﹤0.01%	423
2019 Q2	$9K	Buy	340 +314	+1,208%	+$8.52K	﹤0.01%	414
2019 Q1	$1K	Buy	+26	New	+$700	﹤0.01%	535

Other funds holding SJNK

IMPI

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CCMG

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

LifePlan Financial Group's SJNK Position: Q3 2020 in Review

LifePlan Financial Group held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q3 2020 at 340 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

LifePlan Financial Group first reported a position in SJNK in Q1 2019 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold SJNK as of Q3 2020.

LifePlan Financial Group held 340 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $9K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q3 2020.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #420 holding.
LifePlan Financial Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019 and has held it in 7 quarters since.
253 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.