Moulton Wealth Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Moulton Wealth Management’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	$6.12M	Buy	245,850 +60,542	+33%	+$1.52M	4.02%	6
2026 Q1	$4.62M	Buy	+185,308	New	+$4.67M	3.14%	7
2025 Q4	–	Sell	-383,449	Closed	-$9.82M	–	49
2025 Q3	$9.82M	Sell	383,449 -57,326	-13%	-$1.46M	7.14%	4
2025 Q2	$11.2M	Buy	440,775 +316,693	+255%	+$7.92M	8.47%	3
2025 Q1	$3.12M	Buy	+124,082	New	+$3.15M	2.38%	11

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

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

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return