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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.82M	Sell	71,378 -484	-0.7%	-$12.3K	0.7%	25
2025 Q1	$1.81M	Buy	71,862 +1,323	+2%	+$33.3K	0.79%	23
2024 Q4	$1.78M	Buy	+70,539	New	+$1.78M	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