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

Realta Investment 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
2023 Q4	–	Sell	-500	Closed	-$12.3K	–	739
2023 Q3	$12.3K	Hold	500	–	–	﹤0.01%	659
2023 Q2	$12.3K	Buy	+500	New	+$12.3K	﹤0.01%	708
2023 Q1	–	Sell	-574	Closed	-$13.9K	–	759
2022 Q4	$13.9K	Sell	574 -167	-23%	-$4.06K	﹤0.01%	686
2022 Q3	$18K	Buy	+741	New	+$18.3K	﹤0.01%	628
2020 Q1	–	Sell	-507	Closed	-$13K	–	1206
2019 Q4	$13K	Sell	507 -30	-6%	-$804	﹤0.01%	1067
2019 Q3	$15K	Sell	537 -180	-25%	-$4.87K	﹤0.01%	1006
2019 Q2	$20K	Buy	717 +608	+558%	+$16.5K	0.01%	939
2019 Q1	$3K	Buy	+109	New	+$2.94K	﹤0.01%	1177

Other funds holding SJNK

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

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

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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

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