RIM
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Rockbridge Investment Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-910
Closed -$22.9K – 528
2023
Q4 		$22.9K Buy
+910
New +$22.3K ﹤0.01% 317
2022
Q3 		– Sell
-1,396
Closed -$33.7K – 508
2022
Q2 		$33.7K Sell
1,396
-830
-37% -$21K 0.01% 255
2022
Q1 		$58.2K Buy
2,226
+19
+0.9% +$504 0.01% 273
2021
Q4 		$60K Hold
2,207
– – 0.01% 321
2021
Q3 		$60K Hold
2,207
– – 0.01% 296
2021
Q2 		$61K Hold
2,207
– – 0.01% 286
2021
Q1 		$60K Hold
2,207
– – 0.01% 271
2020
Q4 		$59K Hold
2,207
– – 0.01% 266
2020
Q3 		$57K Hold
2,207
– – 0.01% 255
2020
Q2 		$56K Buy
+2,207
New +$54.3K 0.01% 224

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $342M AUM 24.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return