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

Beaumont Financial 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
2022 Q2	–	Sell	-438,250	Closed	-$12.5M	–	350
2022 Q1	$12.5M	Buy	438,250 +21,751	+5%	+$631K	0.95%	31
2021 Q4	$12.5M	Buy	+416,499	New	+$12.5M	0.9%	32

Other funds holding OBND

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beaumont Financial Advisors's OBND Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q2 2022, closing a stake of 438,250 shares — an estimated $12.5M sold.

Beaumont Financial Advisors first reported a position in OBND in Q4 2021 and held it in 2 quarters. The position peaked at $12.5M in Q1 2022. 2 funds tracked by Wall St. Rank hold OBND as of Q2 2022.

Beaumont Financial Advisors reported no remaining State Street Loomis Sayles Opportunistic Bond ETF position as of Q2 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 438,250 State Street Loomis Sayles Opportunistic Bond ETF shares in Q2 2022, an estimated $12.5M.
Beaumont Financial Advisors first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q4 2021 and held it in 2 quarters.
Beaumont Financial Advisors's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $12.5M in Q1 2022.
2 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.