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

Rowland Carmichael 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
2020 Q4	$338K	Sell	12,557 -707	-5%	-$18.7K	0.11%	202
2020 Q3	$343K	Sell	13,264 -2,838	-18%	-$73.2K	0.13%	175
2020 Q2	$406K	Buy	16,102 +7,835	+95%	+$193K	0.17%	141
2020 Q1	$195K	Sell	8,267 -3,977	-32%	-$103K	0.1%	236
2019 Q4	$330K	Sell	12,244 -2,921	-19%	-$78.3K	0.11%	207
2019 Q3	$410K	Sell	15,165 -1,270	-8%	-$34.3K	0.14%	171
2019 Q2	$448K	Sell	16,435 -842	-5%	-$22.9K	0.16%	156
2019 Q1	$471K	Sell	17,277 -1,986	-10%	-$53.5K	0.17%	146
2018 Q4	$501K	Sell	19,263 -4,236	-18%	-$114K	0.22%	117
2018 Q3	$648K	Sell	23,499 -167	-0.7%	-$4.58K	0.25%	107
2018 Q2	$646K	Buy	23,666 +89	+0.4%	+$2.44K	0.27%	97
2018 Q1	$645K	Sell	23,577 -3,020	-11%	-$83.1K	0.35%	90
2017 Q4	$733K	Sell	26,597 -629	-2%	-$17.4K	0.38%	85
2017 Q3	$762K	Buy	27,226 +556	+2%	+$15.5K	0.42%	71
2017 Q2	$746K	Buy	26,670 +8	+0%	+$224	0.43%	74
2017 Q1	$745K	Sell	26,662 -3,468	-12%	-$96.8K	0.45%	71
2016 Q4	$834K	Buy	30,130 +803	+3%	+$22.1K	0.49%	69
2016 Q3	$812K	Sell	29,327 -1,341	-4%	-$36.7K	0.52%	72
2016 Q2	$828K	Sell	30,668 -1,888	-6%	-$50K	0.52%	69
2016 Q1	$841K	Buy	+32,556	New	+$821K	0.78%	38

Other funds holding SJNK

IMPI

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

Rowland Carmichael Advisors's SJNK Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 5.3% in Q4 2020, selling an estimated $18.7K and leaving 12,557 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #202.

Rowland Carmichael Advisors first reported a position in SJNK in Q1 2016 and has held it in 20 quarters since. The position peaked at $841K in Q1 2016. 288 funds tracked by Wall St. Rank hold SJNK as of Q4 2020.

Rowland Carmichael Advisors held 12,557 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $338K as of Q4 2020.
Rowland Carmichael Advisors sold 707 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2020, an estimated $18.7K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.11% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #202 holding.
Rowland Carmichael Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $841K in Q1 2016.
288 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.