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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$247K	Buy	9,873 +1,030	+12%	+$26K	0.02%	154
2025 Q4	$224K	Sell	8,843 -5,395	-38%	-$137K	0.01%	168
2025 Q3	$364K	Buy	14,238 +2,598	+22%	+$66.1K	0.02%	149
2025 Q2	$297K	Buy	11,640 +775	+7%	+$19.4K	0.02%	162
2025 Q1	$273K	Buy	10,865 +1,895	+21%	+$48.1K	0.02%	163
2024 Q4	$226K	Hold	8,970	–	–	0.02%	159
2024 Q3	$231K	Buy	+8,970	New	+$227K	0.02%	174
2024 Q2	–	Sell	-56,034	Closed	-$1.41M	–	203
2024 Q1	$1.41M	Sell	56,034 -6,090	-10%	-$153K	0.1%	105
2023 Q4	$1.56M	Sell	62,124 -13,900	-18%	-$341K	0.14%	103
2023 Q3	$1.86M	Sell	76,024 -4,551	-6%	-$112K	0.18%	90
2023 Q2	$1.99M	Hold	80,575	–	–	0.18%	93
2023 Q1	$2M	Sell	80,575 -3,420	-4%	-$84.3K	0.2%	83
2022 Q4	$2.04M	Sell	83,995 -3,000	-3%	-$72.9K	0.21%	79
2022 Q3	$2.07M	Sell	86,995 -3,000	-3%	-$73.9K	0.22%	73
2022 Q2	$2.17M	Sell	89,995 -6,800	-7%	-$172K	0.21%	79
2022 Q1	$2.54M	Sell	96,795 -2,700	-3%	-$71.6K	0.19%	89
2021 Q4	$2.7M	Buy	99,495 +30,895	+45%	+$840K	0.19%	90
2021 Q3	$1.88M	Buy	68,600 +3,400	+5%	+$93.2K	0.15%	101
2021 Q2	$1.8M	Buy	+65,200	New	+$1.79M	0.14%	100
2019 Q3	–	Sell	-44,000	Closed	-$1.2M	–	175
2019 Q2	$1.2M	Sell	44,000 -5,900	-12%	-$160K	0.12%	97
2019 Q1	$1.36M	Sell	49,900 -19,400	-28%	-$523K	0.14%	95
2018 Q4	$1.8M	Buy	69,300 +35,800	+107%	+$961K	0.2%	82
2018 Q3	$924K	Hold	33,500	–	–	0.09%	114
2018 Q2	$914K	Buy	+33,500	New	+$918K	0.09%	106