Retirement Capital Strategies’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Retirement Capital Strategies’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
2022 Q1	–	Sell	-13,933	Closed	-$378K	–	81
2021 Q4	$378K	Sell	13,933 -71,202	-84%	-$1.94M	0.14%	58
2021 Q3	$2.33M	Sell	85,135 -74,858	-47%	-$2.05M	0.89%	24
2021 Q2	$4.41M	Sell	159,993 -381,056	-70%	-$10.4M	1.68%	21
2021 Q1	$14.8M	Buy	+541,049	New	+$14.7M	5.83%	5

Other funds holding SJNK

IMPI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

IAIM

Industrial Alliance Investment Management Quebec, Quebec, Canada $212M AUM 29.49% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Retirement Capital Strategies's SJNK Position: Q1 2022 in Review

Retirement Capital Strategies sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2022, closing a stake of 13,933 shares — an estimated $378K sold.

Retirement Capital Strategies first reported a position in SJNK in Q1 2021 and held it in 4 quarters. The position peaked at $14.8M in Q1 2021. 327 funds tracked by Wall St. Rank hold SJNK as of Q1 2022.

Retirement Capital Strategies reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
Retirement Capital Strategies sold 13,933 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2022, an estimated $378K.
Retirement Capital Strategies first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2021 and held it in 4 quarters.
Retirement Capital Strategies's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $14.8M in Q1 2021.
327 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2022.

Based on Retirement Capital Strategies's 13F filing for Q1 2022, filed 21 Apr 2022.