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	–	507
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 $14.8B AUM 26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rockbridge Investment Management's SJNK Position: Q1 2024 in Review

Rockbridge Investment Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 910 shares — an estimated $22.9K sold.

Rockbridge Investment Management first reported a position in SJNK in Q2 2020 and held it in 10 quarters. The position peaked at $61K in Q2 2021. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

Rockbridge Investment Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 910 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $22.9K.
Rockbridge Investment Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $61K in Q2 2021.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.