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 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

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

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

LPL Financial's OBND Position: Q1 2026 in Review

LPL Financial opened a new position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q1 2026: 21,808 shares worth $559K. The stake represents ﹤0.01% of the portfolio and ranks #4665 among its holdings.

10 funds tracked by Wall St. Rank hold OBND as of Q1 2026.

LPL Financial held 21,808 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $559K as of Q1 2026.
State Street Loomis Sayles Opportunistic Bond ETF was a new LPL Financial position in Q1 2026.
State Street Loomis Sayles Opportunistic Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4665 holding.
10 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.