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

WealthSource 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
2022 Q1	–	Sell	-22,420	Closed	-$609K	–	620
2021 Q4	$609K	Sell	22,420 -3,668	-14%	-$99.7K	0.05%	283
2021 Q3	$715K	Sell	26,088 -21,523	-45%	-$590K	0.06%	227
2021 Q2	$1.31M	Sell	47,611 -11,051	-19%	-$303K	0.12%	134
2021 Q1	$1.6M	Sell	58,662 -18,725	-24%	-$507K	0.16%	100
2020 Q4	$2.09M	Sell	77,387 -19,633	-20%	-$518K	0.24%	50
2020 Q3	$2.51M	Buy	97,020 +82,399	+564%	+$2.13M	0.33%	39
2020 Q2	$368K	Buy	+14,621	New	+$360K	0.05%	213
2019 Q2	–	Sell	-13,910	Closed	-$379K	–	478
2019 Q1	$379K	Sell	13,910 -15,284	-52%	-$412K	0.09%	217
2018 Q4	$760K	Sell	29,194 -469	-2%	-$12.6K	0.22%	101
2018 Q3	$818K	Sell	29,663 -52	-0.2%	-$1.43K	0.21%	105
2018 Q2	$811K	Sell	29,715 -6,363	-18%	-$174K	0.23%	101
2018 Q1	$987K	Buy	+36,078	New	+$992K	0.3%	83

Other funds holding SJNK

IMPI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

IAIM

Industrial Alliance Investment Management Quebec, Quebec, Canada $212M AUM 29.49% 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

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

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

WealthSource Partners's SJNK Position: Q1 2022 in Review

WealthSource Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2022, closing a stake of 22,420 shares — an estimated $609K sold.

WealthSource Partners first reported a position in SJNK in Q1 2018 and held it in 12 quarters. The position peaked at $2.51M in Q3 2020. 326 funds tracked by Wall St. Rank hold SJNK as of Q1 2022.

WealthSource Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
WealthSource Partners sold 22,420 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2022, an estimated $609K.
WealthSource Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2018 and held it in 12 quarters.
WealthSource Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.51M in Q3 2020.
326 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.