UBS Group
OBND icon

UBS Group’s State Street Loomis Sayles Opportunistic Bond ETF OBND Stock Holding History

UBS Group’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
-84
Closed -$2.18K – 10667
2025
Q1 		$2.18K Buy
+84
New +$2.17K ﹤0.01% 9381
2024
Q1 		– Sell
-9
Closed -$236 – 9815
2023
Q4 		$236 Buy
+9
New +$227 ﹤0.01% 8786
2023
Q1 		– Sell
-663
Closed -$16.9K – 10140
2022
Q4 		$16.9K Sell
663
-381
-36% -$9.67K ﹤0.01% 7870
2022
Q3 		$26K Hold
1,044
– – ﹤0.01% 7052
2022
Q2 		$27K Buy
1,044
+1,026
+5,700% +$27.9K ﹤0.01% 6514
2022
Q1 		$1K Sell
18
-44
-71% -$1.28K ﹤0.01% 9899
2021
Q4 		$2K Buy
+62
New +$1.86K ﹤0.01% 9817

Other funds holding OBND

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
HW
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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return