Marshall Financial Group (Maryland)’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Marshall Financial Group (Maryland)’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	$27.6M	Buy	1,070,380 +38,641	+4%	+$996K	4.03%	2
2026 Q1	$26.4M	Sell	1,031,739 -24,890	-2%	-$647K	4.23%	3
2025 Q4	$27.5M	Buy	1,056,629 +54,500	+5%	+$1.43M	5.34%	1
2025 Q3	$26.3M	Sell	1,002,129 -13,703	-1%	-$358K	5.13%	1
2025 Q2	$26.3M	Sell	1,015,832 -1,480	-0.1%	-$37.9K	5.16%	2
2025 Q1	$26.4M	Sell	1,017,312 -21,883	-2%	-$566K	5.76%	1
2024 Q4	$26.7M	Buy	1,039,195 +108,288	+12%	+$2.82M	6.47%	1
2024 Q3	$24.7M	Buy	930,907 +345,456	+59%	+$9.03M	5.89%	1
2024 Q2	$15.1M	Buy	+585,451	New	+$15M	4.21%	4

Other funds holding OBND

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

Marshall Financial Group (Maryland)'s OBND Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its State Street Loomis Sayles Opportunistic Bond ETF (OBND) stake by 3.7% in Q2 2026, buying an estimated $996K and bringing the position to 1,070,380 shares worth $27.6M. The position accounts for 4.03% of the portfolio, ranked #2.

Marshall Financial Group (Maryland) first reported a position in OBND in Q2 2024 and has held it in 9 quarters since. 2 funds tracked by Wall St. Rank hold OBND as of Q2 2026.

Marshall Financial Group (Maryland) held 1,070,380 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $27.6M as of Q2 2026.
Marshall Financial Group (Maryland) bought 38,641 State Street Loomis Sayles Opportunistic Bond ETF shares in Q2 2026, an estimated $996K.
State Street Loomis Sayles Opportunistic Bond ETF made up 4.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #2 holding.
Marshall Financial Group (Maryland) first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q2 2024 and has held it in 9 quarters since.
2 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.