Beaumont Financial Advisors’s SPDR Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-438,250
Closed -$12.5M 350
2022
Q1
$12.5M Buy
438,250
+21,751
+5% +$619K 0.95% 31
2021
Q4
$12.5M Buy
+416,499
New +$12.5M 0.9% 32