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
2026 Q2	$103	Buy	+4	New	+$103	﹤0.01%	10103
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	–	9814
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 $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

UBS Group's OBND Position: Q2 2026 in Review

UBS Group opened a new position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) in Q2 2026: 4 shares worth $103. The stake represents ﹤0.01% of the portfolio and ranks #10103 among its holdings. This is a return to the name: UBS Group previously reported a position in OBND as recently as Q1 2025.

UBS Group first reported a position in OBND in Q4 2021 and has held it in 8 quarters since. The position peaked at $27K in Q2 2022. 12 funds tracked by Wall St. Rank hold OBND as of Q2 2026.

UBS Group held 4 shares of State Street Loomis Sayles Opportunistic Bond ETF worth $103 as of Q2 2026.
State Street Loomis Sayles Opportunistic Bond ETF was a new UBS Group position in Q2 2026.
State Street Loomis Sayles Opportunistic Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10103 holding.
UBS Group first reported a position in State Street Loomis Sayles Opportunistic Bond ETF in Q4 2021 and has held it in 8 quarters since.
UBS Group's State Street Loomis Sayles Opportunistic Bond ETF position peaked at $27K in Q2 2022.
12 funds tracked by Wall St. Rank held State Street Loomis Sayles Opportunistic Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.