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

Mutual 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 Q1	$7.01M	Buy	280,789 +65,979	+31%	+$1.66M	0.15%	136
2025 Q4	$5.44M	Buy	214,810 +6,689	+3%	+$170K	0.12%	181
2025 Q3	$5.29M	Buy	208,121 +51,291	+33%	+$1.31M	0.12%	176
2025 Q2	$3.99M	Buy	+156,830	New	+$3.92M	0.1%	203
2019 Q1	–	Sell	-77,786	Closed	-$2.02M	–	494
2018 Q4	$2.02M	Buy	77,786 +70,343	+945%	+$1.89M	0.4%	53
2018 Q3	$205K	Buy	7,443 +19	+0.3%	+$521	0.03%	442
2018 Q2	$203K	Hold	7,424	–	–	0.05%	398
2018 Q1	$203K	Buy	+7,424	New	+$204K	0.05%	372

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return