Advisornet Financial’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Advisornet Financial’s Portfolio OBND Stock Details OBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$252K	Hold	9,850	–	–	0.01%	552
2025 Q4	$256K	Buy	9,850 +380	+4%	+$9.95K	0.01%	539
2025 Q3	$249K	Buy	9,470 +1,900	+25%	+$49.6K	0.01%	531
2025 Q2	$198K	Buy	7,570 +2,000	+36%	+$51.3K	0.01%	570
2025 Q1	$144K	Buy	5,570 +970	+21%	+$25.1K	0.01%	624
2024 Q4	$118K	Hold	4,600	–	–	0.01%	638
2024 Q3	$122K	Hold	4,600	–	–	0.01%	645
2024 Q2	$118K	Buy	4,600 +2,200	+92%	+$56.5K	0.01%	591
2024 Q1	$62.5K	Hold	2,400	–	–	0.01%	747
2023 Q4	$62.8K	Hold	2,400	–	–	0.01%	754
2023 Q3	$60.2K	Buy	2,400 +800	+50%	+$20.3K	0.01%	736
2023 Q2	$41K	Buy	+1,600	New	+$41.1K	﹤0.01%	873

Other funds holding OBND

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $342M AUM 24.2% 1-Year Est. Return