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

Ocean Park Asset 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	–	Sell	-654,600	Closed	-$16.4M	–	92
2026 Q1	$16.4M	Sell	654,600 -1,259,300	-66%	-$31.8M	0.94%	20
2025 Q4	$48.5M	Hold	1,913,900	–	–	2.27%	11
2025 Q3	$49M	Sell	1,913,900 -3,397,600	-64%	-$86.5M	2.02%	12
2025 Q2	$134M	Hold	5,311,500	–	–	4.74%	6
2025 Q1	$134M	Buy	5,311,500 +482,800	+10%	+$12.3M	4.74%	6
2024 Q4	$122M	Hold	4,828,700	–	–	4.15%	7
2024 Q3	$124M	Sell	4,828,700 -437,000	-8%	-$11.1M	5.46%	6
2024 Q2	$131M	Hold	5,265,700	–	–	6.24%	4
2024 Q1	$133M	Buy	5,265,700 +142,100	+3%	+$3.57M	6.25%	4
2023 Q4	$129M	Sell	5,123,600 -801,792	-14%	-$19.7M	6.31%	4
2023 Q3	$145M	Buy	5,925,392 +456,367	+8%	+$11.2M	6.46%	4
2023 Q2	$135M	Buy	+5,469,025	New	+$134M	4.61%	8

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

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 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