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

MinichMacGregor 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
2018 Q4	–	Sell	-42	Closed	-$1K	–	453
2018 Q3	$1K	Hold	42	–	–	﹤0.01%	498
2018 Q2	$1K	Hold	42	–	–	﹤0.01%	504
2018 Q1	$1K	Hold	42	–	–	﹤0.01%	486
2017 Q4	$1K	Hold	42	–	–	﹤0.01%	470
2017 Q3	$1K	Hold	42	–	–	﹤0.01%	448
2017 Q2	$1K	Sell	42 -120	-74%	-$3.36K	﹤0.01%	444
2017 Q1	$4K	Hold	162	–	–	﹤0.01%	360
2016 Q4	$4K	Hold	162	–	–	﹤0.01%	352
2016 Q3	$4K	Hold	162	–	–	﹤0.01%	346
2016 Q2	$4K	Hold	162	–	–	﹤0.01%	341
2016 Q1	$4K	Buy	+162	New	+$4.08K	﹤0.01%	327

Other funds holding SJNK

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

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

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MinichMacGregor Wealth Management's SJNK Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2018, closing a stake of 42 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in SJNK in Q1 2016 and held it in 11 quarters. The position peaked at $4K in Q1 2017. 254 funds tracked by Wall St. Rank hold SJNK as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 42 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2016 and held it in 11 quarters.
MinichMacGregor Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4K in Q1 2017.
254 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.