SFPG
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Stonebridge Financial Planning Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Stonebridge Financial Planning Group’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
-417
Closed -$11K – 324
2021
Q4 		$11K Buy
417
+4
+1% +$109 0.01% 335
2021
Q3 		$11K Sell
413
-696
-63% -$19.1K 0.01% 333
2021
Q2 		$30K Sell
1,109
-2,186
-66% -$59.9K 0.02% 262
2021
Q1 		$90K Sell
3,295
-1,127
-25% -$30.5K 0.05% 170
2020
Q4 		$119K Sell
4,422
-3,878
-47% -$102K 0.08% 138
2020
Q3 		$216K Sell
8,300
-4,569
-36% -$118K 0.16% 88
2020
Q2 		$325K Sell
12,869
-158
-1% -$3.89K 0.28% 65
2020
Q1 		$309K Sell
13,027
-1,925
-13% -$50K 0.31% 61
2019
Q4 		$403K Buy
+14,952
New +$401K 0.36% 55

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
IAIM
Industrial Alliance Investment Management Quebec, Quebec, Canada $167M AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return