Bond & Devick Financial Network’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Bond & Devick Financial Network’s Portfolio LSST Stock Details LSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-155,157	Closed	-$3.66M	–	131
2022 Q4	$3.66M	Buy	155,157 +4,103	+3%	+$96.3K	2.61%	9
2022 Q3	$3.54M	Buy	151,054 +469	+0.3%	+$11.2K	2.93%	9
2022 Q2	$3.59M	Sell	150,585 -104,273	-41%	-$2.51M	3.14%	8
2022 Q1	$6.17M	Buy	254,858 +7,428	+3%	+$182K	4.94%	5
2021 Q4	$6.16M	Buy	+247,430	New	+$6.2M	4.62%	5

Other funds holding LSST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PTP

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $835M AUM 3.68% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bond & Devick Financial Network's LSST Position: Q1 2023 in Review

Bond & Devick Financial Network sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q1 2023, closing a stake of 155,157 shares — an estimated $3.66M sold.

Bond & Devick Financial Network first reported a position in LSST in Q4 2021 and held it in 5 quarters. The position peaked at $6.17M in Q1 2022. 15 funds tracked by Wall St. Rank hold LSST as of Q1 2023.

Bond & Devick Financial Network reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q1 2023 after selling out during the quarter.
Bond & Devick Financial Network sold 155,157 Natixis Loomis Sayles Short Duration Income ETF shares in Q1 2023, an estimated $3.66M.
Bond & Devick Financial Network first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q4 2021 and held it in 5 quarters.
Bond & Devick Financial Network's Natixis Loomis Sayles Short Duration Income ETF position peaked at $6.17M in Q1 2022.
15 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q1 2023.

Based on Bond & Devick Financial Network's 13F filing for Q1 2023, filed 11 Apr 2023.