Osborne Partners Capital Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,000	Closed	-$226K	–	216
2025 Q1	$226K	Hold	9,000	–	–	0.01%	197
2024 Q4	$227K	Hold	9,000	–	–	0.01%	212
2024 Q3	$232K	Hold	9,000	–	–	0.01%	212
2024 Q2	$225K	Sell	9,000 -95	-1%	-$2.37K	0.01%	206
2024 Q1	$229K	Sell	9,095 -382	-4%	-$9.6K	0.01%	190
2023 Q4	$238K	Sell	9,477 -668	-7%	-$16.4K	0.02%	195
2023 Q3	$248K	Sell	10,145 -4,190	-29%	-$103K	0.02%	182
2023 Q2	$354K	Buy	14,335 +450	+3%	+$11K	0.03%	168
2023 Q1	$345K	Sell	13,885 -120	-0.9%	-$2.96K	0.03%	168
2022 Q4	$339K	Sell	14,005 -2,800	-17%	-$68K	0.03%	168
2022 Q3	$400K	Hold	16,805	–	–	0.03%	162
2022 Q2	$405K	Buy	16,805 +120	+0.7%	+$3.03K	0.03%	164
2022 Q1	$438K	Sell	16,685 -550	-3%	-$14.6K	0.03%	152
2021 Q4	$468K	Hold	17,235	–	–	0.03%	152
2021 Q3	$472K	Hold	17,235	–	–	0.04%	145
2021 Q2	$475K	Sell	17,235 -5,500	-24%	-$151K	0.04%	151
2021 Q1	$621K	Buy	+22,735	New	+$616K	0.06%	136