Osaic Holdings’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

Osaic Holdings’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	$95.4K	Buy	+3,697	New	+$95.3K	﹤0.01%	4990

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Osaic Holdings's OBND Position: Q2 2026 in Review

Osaic Holdings opened a new position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q2 2026: 3,697 shares worth $95.4K. The stake represents ﹤0.01% of the portfolio and ranks #4990 among its holdings.

12 funds tracked by Wall St. Rank hold OBND as of Q2 2026.

Osaic Holdings held 3,697 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $95.4K as of Q2 2026.
State Street Loomis Sayles Opportunistic Bond ETF was a new Osaic Holdings position in Q2 2026.
State Street Loomis Sayles Opportunistic Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4990 holding.
12 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.