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Walkner Condon Financial Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Walkner Condon Financial 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
Q1 		– Sell
-8,335
Closed -$225K – 65
2019
Q4 		$225K Buy
+8,335
New +$223K 0.22% 64

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Neuberger Berman Group
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
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CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Walkner Condon Financial Advisors's SJNK Position: Q1 2020 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2020, closing a stake of 8,335 shares — an estimated $225K sold.

Walkner Condon Financial Advisors first reported a position in SJNK in Q4 2019 and held it in 1 quarter. The position peaked at $225K in Q4 2019. 238 funds tracked by Wall St. Rank hold SJNK as of Q1 2020.

  • Walkner Condon Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 8,335 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2020, an estimated $225K.
  • Walkner Condon Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2019 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $225K in Q4 2019.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2020, filed 26 Aug 2020.