Crumly & Associates’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Crumly & Associates’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
2026 Q2	–	Sell	-8,539	Closed	-$213K	–	212
2026 Q1	$213K	Hold	8,539	–	–	0.04%	191
2025 Q4	$216K	Hold	8,539	–	–	0.05%	185
2025 Q3	$219K	Buy	+8,539	New	+$217K	0.05%	177

Other funds holding SJNK

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Sage Investment Advisers Wappingers Falls, New York $149M AUM

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return