Royal Fund Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Royal Fund 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 Q1	$253K	Buy	10,134 +993	+11%	+$25K	0.02%	259
2025 Q4	$231K	Buy	+9,141	New	+$232K	0.02%	257
2023 Q3	–	Sell	-15,205	Closed	-$376K	–	305
2023 Q2	$376K	Buy	+15,205	New	+$373K	0.05%	220
2020 Q1	–	Sell	-25	Closed	–	–	713
2019 Q4	$0	Sell	25 -18	-42%	-$482	﹤0.01%	693
2019 Q3	$1K	Buy	+43	New	+$1.16K	﹤0.01%	569
2019 Q1	–	Sell	-340	Closed	-$8K	–	661
2018 Q4	$8K	Buy	+340	New	+$9.13K	﹤0.01%	367
2018 Q1	–	Sell	-62	Closed	-$1K	–	684
2017 Q4	$1K	Buy	+62	New	+$1.72K	﹤0.01%	629
2017 Q2	–	Sell	-217	Closed	-$6K	–	507
2017 Q1	$6K	Buy	+217	New	+$6.05K	﹤0.01%	305

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