Belpointe Asset Management’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Belpointe Asset Management’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 Q3	$981K	Sell	39,496 -3,974	-9%	-$101K	0.03%	530
2026 Q2	$1.12M	Buy	+43,470	New	+$1.12M	0.04%	455

Other funds holding OBND

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Belpointe Asset Management's OBND Position: Q3 2026 in Review

Belpointe Asset Management reduced its State Street Loomis Sayles Opportunistic Bond ETF (OBND) stake by 9.1% in Q3 2026, selling an estimated $101K and leaving 39,496 shares worth $981K. The position accounts for 0.03% of the portfolio, ranked #530.

Belpointe Asset Management first reported a position in OBND in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.12M in Q2 2026. 4 funds tracked by Wall St. Rank hold OBND as of Q3 2026.

Belpointe Asset Management held 39,496 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $981K as of Q3 2026.
Belpointe Asset Management sold 3,974 State Street Loomis Sayles Opportunistic Bond ETF shares in Q3 2026, an estimated $101K.
State Street Loomis Sayles Opportunistic Bond ETF made up 0.03% of Belpointe Asset Management's portfolio in Q3 2026, its #530 holding.
Belpointe Asset Management first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q2 2026 and has held it in 2 quarters since.
Belpointe Asset Management's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $1.12M in Q2 2026.
4 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.