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

Paladin Advisory 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
2023 Q1	–	Sell	-3,702	Closed	-$89.7K	–	452
2022 Q4	$89.7K	Buy	3,702 +535	+17%	+$13K	0.08%	127
2022 Q3	$75K	Buy	3,167 +2,217	+233%	+$54.6K	0.07%	135
2022 Q2	$22K	Buy	+950	New	+$24K	0.02%	202
2022 Q1	–	Sell	-2,466	Closed	-$66K	–	467
2021 Q4	$66K	Buy	+2,466	New	+$67K	0.05%	158

Other funds holding SJNK

IMPI

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AIA

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

CCMG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EWM

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

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

Paladin Advisory Group's SJNK Position: Q4 2023 in Review

Paladin Advisory Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 101 shares — an estimated $2.47K sold.

Paladin Advisory Group first reported a position in SJNK in Q1 2022 and held it in 4 quarters. The position peaked at $92K in Q1 2023. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

Paladin Advisory Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Paladin Advisory Group sold 101 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $2.47K.
Paladin Advisory Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2022 and held it in 4 quarters.
Paladin Advisory Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $92K in Q1 2023.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.