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

Triad Wealth Partners’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
Q3 		– Sell
-156
Closed -$3.9K – 759
2024
Q2 		$3.9K Buy
+156
New +$3.89K ﹤0.01% 624

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Triad Wealth Partners's SJNK Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2024, closing a stake of 156 shares — an estimated $3.9K sold.

Triad Wealth Partners first reported a position in SJNK in Q2 2024 and held it in 1 quarter. The position peaked at $3.9K in Q2 2024. 356 funds tracked by Wall St. Rank hold SJNK as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 156 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2024, an estimated $3.9K.
  • Triad Wealth Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.9K in Q2 2024.
  • 356 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.