GAA
OBND icon

Global Assets Advisory’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Global Assets Advisory’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
Q2 		– Sell
-4,550
Closed -$113K – 493
2026
Q1 		$113K Buy
+4,550
New +$118K 0.03% 287

Other funds holding OBND

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Global Assets Advisory's OBND Position: Q2 2026 in Review

Global Assets Advisory sold out of State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q2 2026, closing a stake of 4,550 shares — an estimated $113K sold.

Global Assets Advisory first reported a position in OBND in Q1 2026 and held it in 1 quarter. The position peaked at $113K in Q1 2026. 12 funds tracked by Wall St. Rank hold OBND as of Q2 2026.

  • Global Assets Advisory reported no remaining State Street Loomis Sayles Opportunistic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 4,550 State Street Loomis Sayles Opportunistic Bond ETF shares in Q2 2026, an estimated $113K.
  • Global Assets Advisory first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q1 2026 and held it in 1 quarter.
  • Global Assets Advisory's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $113K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.