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

WealthPLAN 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
2021 Q4	–	Sell	-7,742	Closed	-$210K	–	393
2021 Q3	$210K	Sell	7,742 -7	-0.1%	-$192	0.01%	358
2021 Q2	$211K	Buy	+7,749	New	+$212K	0.01%	336
2020 Q3	–	Sell	-16,385	Closed	-$423K	–	332
2020 Q2	$423K	Buy	+16,385	New	+$403K	0.04%	205
2019 Q2	–	Sell	-9,003	Closed	-$243K	–	273
2019 Q1	$243K	Sell	9,003 -534	-6%	-$14.4K	0.04%	225
2018 Q4	$258K	Buy	+9,537	New	+$256K	0.04%	208
2018 Q3	–	Sell	-15,265	Closed	-$417K	–	283
2018 Q2	$417K	Sell	15,265 -206	-1%	-$5.64K	0.09%	155
2018 Q1	$423K	Sell	15,471 -2,883	-16%	-$79.3K	0.09%	155
2017 Q4	$505K	Buy	18,354 +8,888	+94%	+$246K	0.14%	126
2017 Q3	$265K	Buy	9,466 +1,200	+15%	+$33.5K	0.07%	155
2017 Q2	$231K	Buy	+8,266	New	+$231K	0.07%	156
2015 Q2	–	Sell	-1,377	Closed	-$40K	–	497
2015 Q1	$40K	Buy	+1,377	New	+$40.1K	0.02%	265

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's SJNK Position: Q4 2021 in Review

WealthPLAN Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2021, closing a stake of 7,742 shares — an estimated $210K sold.

WealthPLAN Partners first reported a position in SJNK in Q1 2015 and held it in 11 quarters. The position peaked at $505K in Q4 2017. 360 funds tracked by Wall St. Rank hold SJNK as of Q4 2021.

WealthPLAN Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
WealthPLAN Partners sold 7,742 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2021, an estimated $210K.
WealthPLAN Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2015 and held it in 11 quarters.
WealthPLAN Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $505K in Q4 2017.
360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2021.

Based on WealthPLAN Partners's 13F filing for Q4 2021, filed 1 Feb 2022.