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Transform Wealth’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Transform Wealth’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
2025
Q1 		$1.46M Sell
58,169
-80,151
-58% -$2.04M 0.09% 127
2024
Q4 		$3.49M Buy
+138,320
New +$3.52M 0.19% 93
2023
Q3 		– Sell
-230,172
Closed -$5.69M – 272
2023
Q2 		$5.69M Buy
+230,172
New +$5.65M 0.51% 67
2022
Q1 		– Sell
-9,594
Closed -$260K – 230
2021
Q4 		$260K Buy
+9,594
New +$261K 0.03% 199
2019
Q3 		– Sell
-545,758
Closed -$14.9M – 233
2019
Q2 		$14.9M Buy
+545,758
New +$14.8M 2.18% 6

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return