Medallion Wealth Advisors, LLC’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$361K Buy
2025
Q4
$362K Buy
2025
Q3
$358K Hold
2025
Q2
$354K Sell
2025
Q1
$359K Buy
2024
Q4
$332K Buy