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

McNaughton 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 Q4	–	Sell	-8,346	Closed	-$216K	–	51
2020 Q3	$216K	Sell	8,346 -29,478	-78%	-$761K	0.19%	44
2020 Q2	$953K	Sell	37,824 -30,755	-45%	-$757K	0.88%	27
2020 Q1	$1.62M	Buy	68,579 +2,452	+4%	+$63.6K	1.73%	19
2019 Q4	$1.78M	Buy	+66,127	New	+$1.77M	1.66%	17

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

AIA

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

BlackRock New York $5.72T AUM 30.48% 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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

McNaughton Wealth Management's SJNK Position: Q4 2020 in Review

McNaughton Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2020, closing a stake of 8,346 shares — an estimated $216K sold.

McNaughton Wealth Management first reported a position in SJNK in Q4 2019 and held it in 4 quarters. The position peaked at $1.78M in Q4 2019. 288 funds tracked by Wall St. Rank hold SJNK as of Q4 2020.

McNaughton Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2020 after selling out during the quarter.
McNaughton Wealth Management sold 8,346 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2020, an estimated $216K.
McNaughton Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2019 and held it in 4 quarters.
McNaughton Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.78M in Q4 2019.
288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2020.

Based on McNaughton Wealth Management's 13F filing for Q4 2020, filed 26 Feb 2021.