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 Q2	$4.99M	Buy	193,193 +10,107	+6%	+$261K	1.09%	23
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 $524M AUM 36.83% 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 40.89% 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

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

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

Atlas Private Wealth Advisors's OBND Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its State Street Loomis Sayles Opportunistic Bond ETF (OBND) stake by 5.5% in Q2 2026, buying an estimated $261K and bringing the position to 193,193 shares worth $4.99M. The position accounts for 1.09% of the portfolio, ranked #23.

Atlas Private Wealth Advisors first reported a position in OBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.16M in Q1 2025. 12 funds tracked by Wall St. Rank hold OBND as of Q2 2026.

Atlas Private Wealth Advisors held 193,193 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $4.99M as of Q2 2026.
Atlas Private Wealth Advisors bought 10,107 State Street Loomis Sayles Opportunistic Bond ETF shares in Q2 2026, an estimated $261K.
State Street Loomis Sayles Opportunistic Bond ETF made up 1.09% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #23 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 7 quarters since.
Atlas Private Wealth Advisors's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $8.16M in Q1 2025.
12 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.