Onyx Bridge Wealth Group’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Onyx Bridge Wealth Group’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	–	Sell	-40,919	Closed	-$1.07M	–	382
2025 Q4	$1.07M	Sell	40,919 -3,403	-8%	-$89.1K	0.11%	136
2025 Q3	$1.16M	Buy	+44,322	New	+$1.16M	0.13%	129

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 $425M AUM 14.73% 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

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 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 $349M AUM 24.2% 1-Year Est. Return

Onyx Bridge Wealth Group's OBND Position: Q1 2026 in Review

Onyx Bridge Wealth Group sold out of State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q1 2026, closing a stake of 40,919 shares — an estimated $1.07M sold.

Onyx Bridge Wealth Group first reported a position in OBND in Q3 2025 and held it in 2 quarters. The position peaked at $1.16M in Q3 2025. 10 funds tracked by Wall St. Rank hold OBND as of Q1 2026.

Onyx Bridge Wealth Group reported no remaining State Street Loomis Sayles Opportunistic Bond ETF position as of Q1 2026 after selling out during the quarter.
Onyx Bridge Wealth Group sold 40,919 State Street Loomis Sayles Opportunistic Bond ETF shares in Q1 2026, an estimated $1.07M.
Onyx Bridge Wealth Group first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q3 2025 and held it in 2 quarters.
Onyx Bridge Wealth Group's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $1.16M in Q3 2025.
10 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.