Carson Wealth (CWM LLC)’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$942K	Buy	36,789 +280	+0.8%	+$7.28K	﹤0.01%	1572
2025 Q4	$951K	Buy	36,509 +826	+2%	+$21.6K	﹤0.01%	1525
2025 Q3	$938K	Buy	+35,683	New	+$932K	﹤0.01%	1446

Other funds holding OBND

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OBND Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its State Street Loomis Sayles Opportunistic Bond ETF (OBND) stake by 0.77% in Q1 2026, buying an estimated $7.28K and bringing the position to 36,789 shares worth $942K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Carson Wealth (CWM LLC) first reported a position in OBND in Q3 2025 and has held it in 3 quarters since. The position peaked at $951K in Q4 2025. 10 funds tracked by Wall St. Rank hold OBND as of Q1 2026.

Carson Wealth (CWM LLC) held 36,789 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $942K as of Q1 2026.
Carson Wealth (CWM LLC) bought 280 State Street Loomis Sayles Opportunistic Bond ETF shares in Q1 2026, an estimated $7.28K.
State Street Loomis Sayles Opportunistic Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1572 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q3 2025 and has held it in 3 quarters since.
Carson Wealth (CWM LLC)'s State Street Loomis Sayles Opportunistic Bond ETF position peaked at $951K in Q4 2025.
10 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.