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Hedeker Wealth’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Hedeker Wealth’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 		$9.93M Buy
387,675
+52,609
+16% +$1.37M 2.1% 15
2025
Q4 		$8.72M Sell
335,066
-7,968
-2% -$209K 1.83% 17
2025
Q3 		$9.01M Sell
343,034
-667
-0.2% -$17.4K 1.87% 17
2025
Q2 		$8.97M Buy
343,701
+10,686
+3% +$274K 2.09% 13
2025
Q1 		$8.63M Buy
333,015
+8,156
+3% +$211K 2.32% 11
2024
Q4 		$8.35M Buy
+324,859
New +$8.46M 2.08% 13

Other funds holding OBND

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $342M AUM 24.2% 1-Year Est. Return