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

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

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

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

MWA

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

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

Aveo Capital Partners's OBND Position: Q2 2025 in Review

Aveo Capital Partners sold out of State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q2 2025, closing a stake of 42,342 shares — an estimated $1.08M sold.

Aveo Capital Partners first reported a position in OBND in Q4 2022 and held it in 10 quarters. The position peaked at $7.21M in Q1 2023. 7 funds tracked by Wall St. Rank hold OBND as of Q2 2025.

Aveo Capital Partners reported no remaining State Street Loomis Sayles Opportunistic Bond ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 42,342 State Street Loomis Sayles Opportunistic Bond ETF shares in Q2 2025, an estimated $1.08M.
Aveo Capital Partners first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q4 2022 and held it in 10 quarters.
Aveo Capital Partners's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $7.21M in Q1 2023.
7 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.