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

Reilly Financial Advisors’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 Q4	$9K	Hold	345	–	–	﹤0.01%	740
2021 Q3	$9K	Sell	345 -1,035	-75%	-$28.4K	﹤0.01%	679
2021 Q2	$38K	Hold	1,380	–	–	﹤0.01%	423
2021 Q1	$38K	Sell	1,380 -22	-2%	-$596	﹤0.01%	412
2020 Q4	$38K	Hold	1,402	–	–	﹤0.01%	381
2020 Q3	$36K	Sell	1,402 -2,861	-67%	-$73.8K	﹤0.01%	350
2020 Q2	$107K	Sell	4,263 -640	-13%	-$15.8K	0.01%	221
2020 Q1	$116K	Buy	4,903 +368	+8%	+$9.55K	0.02%	207
2019 Q4	$122K	Buy	4,535 +235	+5%	+$6.3K	0.01%	222
2019 Q3	$116K	Buy	4,300 +503	+13%	+$13.6K	0.01%	232
2019 Q2	$103K	Sell	3,797 -42	-1%	-$1.14K	0.01%	247
2019 Q1	$105K	Sell	3,839 -723	-16%	-$19.5K	0.01%	230
2018 Q4	$119K	Buy	4,562 +126	+3%	+$3.38K	0.02%	217
2018 Q3	$122K	Sell	4,436 -110	-2%	-$3.02K	0.02%	219
2018 Q2	$124K	Sell	4,546 -72	-2%	-$1.97K	0.02%	196
2018 Q1	$126K	Buy	4,618 +642	+16%	+$17.7K	0.02%	195
2017 Q4	$110K	Buy	+3,976	New	+$110K	0.02%	216

Other funds holding SJNK

IMPI

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

AIA

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Reilly Financial Advisors's SJNK Position: Q4 2021 in Review

Reilly Financial Advisors held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q4 2021 at 345 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Reilly Financial Advisors first reported a position in SJNK in Q4 2017 and has held it in 17 quarters since. The position peaked at $126K in Q1 2018. 361 funds tracked by Wall St. Rank hold SJNK as of Q4 2021.

Reilly Financial Advisors held 345 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $9K as of Q4 2021.
Reilly Financial Advisors left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q4 2021.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #740 holding.
Reilly Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2017 and has held it in 17 quarters since.
Reilly Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $126K in Q1 2018.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.