LPL Financial
OBND icon

LPL Financial’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

LPL Financial’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
Q2 		$1.04M Buy
40,239
+18,431
+85% +$475K ﹤0.01% 4387
2026
Q1 		$559K Buy
+21,808
New +$567K ﹤0.01% 4665

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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's OBND Position: Q2 2026 in Review

LPL Financial increased its State Street Loomis Sayles Opportunistic Bond ETF (OBND) stake by 85% in Q2 2026, buying an estimated $475K and bringing the position to 40,239 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #4387.

LPL Financial first reported a position in OBND in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold OBND as of Q2 2026.

  • LPL Financial held 40,239 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $1.04M as of Q2 2026.
  • LPL Financial bought 18,431 State Street Loomis Sayles Opportunistic Bond ETF shares in Q2 2026, an estimated $475K.
  • State Street Loomis Sayles Opportunistic Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4387 holding.
  • LPL Financial first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.