Wells Fargo’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Wells Fargo’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 Q2	–	Sell	-9,446	Closed	-$245K	–	7298
2025 Q1	$245K	Buy	+9,446	New	+$244K	﹤0.01%	4555
2024 Q4	–	Sell	-242	Closed	-$6.41K	–	7158
2024 Q3	$6.41K	Buy	+242	New	+$6.33K	﹤0.01%	5883

Other funds holding OBND

MFGM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

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

Wells Fargo's OBND Position: Q2 2025 in Review

Wells Fargo sold out of State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q2 2025, closing a stake of 9,446 shares — an estimated $245K sold.

Wells Fargo first reported a position in OBND in Q3 2024 and held it in 2 quarters. The position peaked at $245K in Q1 2025. 7 funds tracked by Wall St. Rank hold OBND as of Q2 2025.

Wells Fargo reported no remaining State Street Loomis Sayles Opportunistic Bond ETF position as of Q2 2025 after selling out during the quarter.
Wells Fargo sold 9,446 State Street Loomis Sayles Opportunistic Bond ETF shares in Q2 2025, an estimated $245K.
Wells Fargo first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q3 2024 and held it in 2 quarters.
Wells Fargo's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $245K in Q1 2025.
7 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2025.

Based on Wells Fargo's 13F filing for Q2 2025, filed 14 Aug 2025.