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

Novak Financial Planning’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 Q2	$492K	Buy	17,841 +2,302	+15%	+$63.1K	0.24%	89
2021 Q1	$425K	Buy	15,539 +60	+0.4%	+$1.63K	0.23%	87
2020 Q4	$417K	Buy	+15,479	New	+$408K	0.25%	84

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

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

AIA

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Novak Financial Planning's SJNK Position: Q2 2021 in Review

Novak Financial Planning increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 15% in Q2 2021, buying an estimated $63.1K and bringing the position to 17,841 shares worth $492K. The position accounts for 0.24% of the portfolio, ranked #89.

Novak Financial Planning first reported a position in SJNK in Q4 2020 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold SJNK as of Q2 2021.

Novak Financial Planning held 17,841 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $492K as of Q2 2021.
Novak Financial Planning bought 2,302 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2021, an estimated $63.1K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.24% of Novak Financial Planning's portfolio in Q2 2021, its #89 holding.
Novak Financial Planning first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and has held it in 3 quarters since.
328 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.