Ocean Park Asset Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Ocean Park Asset Management’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$170M	Sell	1,760,824 -145,600	-8%	-$14M	8.17%	3
2026 Q1	$182M	Hold	1,906,424	–	–	10.54%	3
2025 Q4	$185M	Sell	1,906,424 -184,100	-9%	-$17.9M	8.7%	3
2025 Q3	$205M	Sell	2,090,524 -2,429,091	-54%	-$236M	8.44%	3
2025 Q2	$431M	Hold	4,519,615	–	–	15.28%	1
2025 Q1	$431M	Sell	4,519,615 -154,300	-3%	-$14.8M	15.28%	1
2024 Q4	$446M	Buy	4,673,915 +319	+0%	+$30.8K	15.18%	1
2024 Q3	$457M	Sell	4,673,596 -117,200	-2%	-$11.2M	20.06%	1
2024 Q2	$452M	Buy	4,790,796 +273,096	+6%	+$25.7M	21.42%	1
2024 Q1	$430M	Buy	4,517,700 +775,100	+21%	+$73.3M	20.26%	1
2023 Q4	$355M	Sell	3,742,600 -1,054,006	-22%	-$96.2M	17.37%	1
2023 Q3	$434M	Buy	4,796,606 +416,798	+10%	+$38.2M	19.32%	2
2023 Q2	$403M	Buy	+4,379,808	New	+$401M	13.77%	2
2023 Q1	–	Sell	-5,562,700	Closed	-$501M	–	21
2022 Q4	$501M	Buy	+5,562,700	New	+$503M	31.73%	2

Other funds holding JNK

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM