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 Q2	$254K	Hold	9,850	–	–	0.01%	577
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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisornet Financial's OBND Position: Q2 2026 in Review

Advisornet Financial held its State Street Loomis Sayles Opportunistic Bond ETF (OBND) position steady in Q2 2026 at 9,850 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #577.

Advisornet Financial first reported a position in OBND in Q2 2023 and has held it in 13 quarters since. The position peaked at $256K in Q4 2025. 12 funds tracked by Wall St. Rank hold OBND as of Q2 2026.

Advisornet Financial held 9,850 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $254K as of Q2 2026.
Advisornet Financial left its State Street Loomis Sayles Opportunistic Bond ETF share count unchanged in Q2 2026.
State Street Loomis Sayles Opportunistic Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #577 holding.
Advisornet Financial first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q2 2023 and has held it in 13 quarters since.
Advisornet Financial's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $256K in Q4 2025.
12 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.