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Perigon Wealth Management’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Perigon Wealth Management’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
2025
Q1 		– Sell
-8,274
Closed -$213K – 1077
2024
Q4 		$213K Buy
8,274
+705
+9% +$18.4K 0.01% 956
2024
Q3 		$200K Buy
+7,569
New +$198K 0.01% 942

Other funds holding OBND

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perigon Wealth Management's OBND Position: Q1 2025 in Review

Perigon Wealth Management sold out of State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q1 2025, closing a stake of 8,274 shares — an estimated $213K sold.

Perigon Wealth Management first reported a position in OBND in Q3 2024 and held it in 2 quarters. The position peaked at $213K in Q4 2024. 9 funds tracked by Wall St. Rank hold OBND as of Q1 2025.

  • Perigon Wealth Management reported no remaining State Street Loomis Sayles Opportunistic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 8,274 State Street Loomis Sayles Opportunistic Bond ETF shares in Q1 2025, an estimated $213K.
  • Perigon Wealth Management first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q3 2024 and held it in 2 quarters.
  • Perigon Wealth Management's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $213K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.