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Stonebridge Capital Advisors’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-2,400
Closed -$60.2K – 630
2023
Q3 		$60.2K Buy
2,400
+800
+50% +$20.3K 0.01% 335
2023
Q2 		$41K Buy
+1,600
New +$41.1K ﹤0.01% 400

Other funds holding OBND

ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Stonebridge Capital Advisors's OBND Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q4 2023, closing a stake of 2,400 shares — an estimated $60.2K sold.

Stonebridge Capital Advisors first reported a position in OBND in Q2 2023 and held it in 2 quarters. The position peaked at $60.2K in Q3 2023. 7 funds tracked by Wall St. Rank hold OBND as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining State Street Loomis Sayles Opportunistic Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 2,400 State Street Loomis Sayles Opportunistic Bond ETF shares in Q4 2023, an estimated $60.2K.
  • Stonebridge Capital Advisors first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q2 2023 and held it in 2 quarters.
  • Stonebridge Capital Advisors's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $60.2K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.