Atlas Private Wealth Advisors’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Atlas Private Wealth Advisors’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	$4.69M	Buy	183,086 +10,245	+6%	+$266K	1.1%	22
2025 Q4	$4.5M	Buy	172,841 +13,758	+9%	+$360K	1.05%	24
2025 Q3	$4.18M	Sell	159,083 -153,319	-49%	-$4M	1.02%	25
2025 Q2	$8.15M	Sell	312,402 -2,517	-0.8%	-$64.5K	1.05%	25
2025 Q1	$8.16M	Buy	314,919 +205,829	+189%	+$5.32M	1.14%	24
2024 Q4	$2.8M	Buy	+109,090	New	+$2.84M	0.4%	38

Other funds holding OBND

MFGM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWA

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

Atlas Private Wealth Advisors's OBND Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its State Street Loomis Sayles Opportunistic Bond ETF (OBND) stake by 5.9% in Q1 2026, buying an estimated $266K and bringing the position to 183,086 shares worth $4.69M. The position accounts for 1.1% of the portfolio, ranked #22.

Atlas Private Wealth Advisors first reported a position in OBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.16M in Q1 2025. 10 funds tracked by Wall St. Rank hold OBND as of Q1 2026.

Atlas Private Wealth Advisors held 183,086 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $4.69M as of Q1 2026.
Atlas Private Wealth Advisors bought 10,245 State Street Loomis Sayles Opportunistic Bond ETF shares in Q1 2026, an estimated $266K.
State Street Loomis Sayles Opportunistic Bond ETF made up 1.1% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Atlas Private Wealth Advisors first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q4 2024 and has held it in 6 quarters since.
Atlas Private Wealth Advisors's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $8.16M in Q1 2025.
10 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.