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

Litman Gregory 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
2020 Q2	–	Sell	-214	Closed	-$5K	–	174
2020 Q1	$5K	Hold	214	–	–	﹤0.01%	137
2019 Q4	$6K	Buy	+214	New	+$5.73K	﹤0.01%	166

Other funds holding SJNK

IMPI

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

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Litman Gregory Wealth Management's SJNK Position: Q2 2020 in Review

Litman Gregory Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2020, closing a stake of 214 shares — an estimated $5K sold.

Litman Gregory Wealth Management first reported a position in SJNK in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 236 funds tracked by Wall St. Rank hold SJNK as of Q2 2020.

Litman Gregory Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 214 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2020, an estimated $5K.
Litman Gregory Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2019 and held it in 2 quarters.
Litman Gregory Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $6K in Q4 2019.
236 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.