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Aveo Capital Partners’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Aveo Capital Partners’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
2025
Q2 		– Sell
-42,342
Closed -$1.08M – 102
2025
Q1 		$1.08M Sell
42,342
-117,455
-74% -$3.04M 0.18% 73
2024
Q4 		$4.11M Sell
159,797
-10,338
-6% -$269K 0.45% 61
2024
Q3 		$4.51M Sell
170,135
-59,681
-26% -$1.56M 0.48% 61
2024
Q2 		$5.91M Buy
229,816
+8,927
+4% +$229K 0.67% 43
2024
Q1 		$5.66M Sell
220,889
-41,143
-16% -$1.07M 0.62% 46
2023
Q4 		$6.86M Sell
262,032
-9,501
-3% -$240K 0.83% 34
2023
Q3 		$6.81M Buy
271,533
+232,254
+591% +$5.9M 0.89% 26
2023
Q2 		$1.01M Sell
39,279
-238,797
-86% -$6.13M 0.13% 129
2023
Q1 		$7.21M Buy
278,076
+79,092
+40% +$2.05M 0.96% 26
2022
Q4 		$5.06M Buy
+198,984
New +$5.05M 0.76% 38

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MWA
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AF
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