ADG Wealth Management Group’s Columbia Short Duration Bond ETF SBND Stock Holding History

ADG Wealth Management Group’s Portfolio SBND Stock Details SBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,650	Closed	-$49.8K	–	49
2026 Q1	$49.8K	Buy	+2,650	New	+$50.1K	0.03%	48

Other funds holding SBND

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ADG Wealth Management Group's SBND Position: Q2 2026 in Review

ADG Wealth Management Group sold out of Columbia Short Duration Bond ETF (SBND) in Q2 2026, closing a stake of 2,650 shares — an estimated $49.8K sold.

ADG Wealth Management Group first reported a position in SBND in Q1 2026 and held it in 1 quarter. The position peaked at $49.8K in Q1 2026. 31 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

ADG Wealth Management Group reported no remaining Columbia Short Duration Bond ETF position as of Q2 2026 after selling out during the quarter.
ADG Wealth Management Group sold 2,650 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $49.8K.
ADG Wealth Management Group first reported a position in Columbia Short Duration Bond ETF in Q1 2026 and held it in 1 quarter.
ADG Wealth Management Group's Columbia Short Duration Bond ETF position peaked at $49.8K in Q1 2026.
31 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.