Heritage Oak Wealth Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Heritage Oak Wealth 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
2026 Q2	$798K	Buy	+31,884	New	+$799K	0.23%	42
2026 Q1	–	Sell	-68,422	Closed	-$1.73M	–	90
2025 Q4	$1.73M	Sell	68,422 -2,190	-3%	-$55.5K	0.64%	25
2025 Q3	$1.81M	Sell	70,612 -766	-1%	-$19.5K	0.66%	27
2025 Q2	$1.82M	Sell	71,378 -484	-0.7%	-$12.1K	0.7%	25
2025 Q1	$1.81M	Buy	71,862 +1,323	+2%	+$33.6K	0.79%	23
2024 Q4	$1.78M	Buy	+70,539	New	+$1.8M	0.84%	23
2024 Q3	–	Sell	-69,026	Closed	-$1.72M	–	207
2024 Q2	$1.72M	Buy	+69,026	New	+$1.72M	0.87%	23

Other funds holding SJNK

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BMM

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

HFS

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Heritage Oak Wealth Advisors's SJNK Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2026: 31,884 shares worth $798K. The stake represents 0.23% of the portfolio and ranks #42 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in SJNK as recently as Q4 2025.

Heritage Oak Wealth Advisors first reported a position in SJNK in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q2 2025. 110 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Heritage Oak Wealth Advisors held 31,884 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $798K as of Q2 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.23% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Heritage Oak Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2024 and has held it in 7 quarters since.
Heritage Oak Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.82M in Q2 2025.
110 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.