Lynx Investment Advisory’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Lynx Investment 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
2024 Q3	–	Sell	-2,012	Closed	-$51.8K	–	570
2024 Q2	$51.8K	Buy	+2,012	New	+$51.7K	0.04%	245

Other funds holding OBND

MFGM

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lynx Investment Advisory's OBND Position: Q3 2024 in Review

Lynx Investment Advisory sold out of State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q3 2024, closing a stake of 2,012 shares — an estimated $51.8K sold.

Lynx Investment Advisory first reported a position in OBND in Q2 2024 and held it in 1 quarter. The position peaked at $51.8K in Q2 2024. 8 funds tracked by Wall St. Rank hold OBND as of Q3 2024.

Lynx Investment Advisory reported no remaining State Street Loomis Sayles Opportunistic Bond ETF position as of Q3 2024 after selling out during the quarter.
Lynx Investment Advisory sold 2,012 State Street Loomis Sayles Opportunistic Bond ETF shares in Q3 2024, an estimated $51.8K.
Lynx Investment Advisory first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q2 2024 and held it in 1 quarter.
Lynx Investment Advisory's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $51.8K in Q2 2024.
8 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.