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

Medallion Wealth Advisors’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	$361K	Buy	14,100 +200	+1%	+$5.2K	0.12%	166
2025 Q4	$362K	Buy	13,900 +275	+2%	+$7.2K	0.12%	160
2025 Q3	$358K	Hold	13,625	–	–	0.13%	159
2025 Q2	$354K	Sell	13,625 -275	-2%	-$7.05K	0.14%	149
2025 Q1	$359K	Buy	13,900 +1,000	+8%	+$25.9K	0.16%	134
2024 Q4	$332K	Buy	+12,900	New	+$336K	0.16%	133

Other funds holding OBND

MFGM

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

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Medallion Wealth Advisors's OBND Position: Q1 2026 in Review

Medallion Wealth Advisors increased its State Street Loomis Sayles Opportunistic Bond ETF (OBND) stake by 1.4% in Q1 2026, buying an estimated $5.2K and bringing the position to 14,100 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #166.

Medallion Wealth Advisors first reported a position in OBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q4 2025. 10 funds tracked by Wall St. Rank hold OBND as of Q1 2026.

Medallion Wealth Advisors held 14,100 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $361K as of Q1 2026.
Medallion Wealth Advisors bought 200 State Street Loomis Sayles Opportunistic Bond ETF shares in Q1 2026, an estimated $5.2K.
State Street Loomis Sayles Opportunistic Bond ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #166 holding.
Medallion Wealth Advisors first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $362K in Q4 2025.
10 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.