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Spdr Short-term High Yield mf shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Spdr Short-term High Yield mf (SJNK) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Spdr Short-term High Yield mf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Short-term High Yield mf held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Short-term High Yield mf by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 69k 24.97

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Spdr Short-term High Yield mf

Ilmarinen Mutual Pension Insurance
Grimes & Company
Angeles Investment
Wright Fund Managment
State of New Jersey Common Pension Fund D
Wells Fargo & Company
LPL Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Wealthfront Advisers
Neuberger Berman Group
Bank of America Corporation
Pacific Asset Management
Jane Street
Jpmorgan Chase & Co

View all funds holding Spdr Short-term High Yield mf