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 Q1	$49.8K	Buy	+2,650	New	+$50.1K	0.03%	48

Other funds holding SBND

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

ADG Wealth Management Group's SBND Position: Q1 2026 in Review

ADG Wealth Management Group opened a new position in Columbia Short Duration Bond ETF (SBND) in Q1 2026: 2,650 shares worth $49.8K. The stake represents 0.03% of the portfolio and ranks #48 among its holdings.

31 funds tracked by Wall St. Rank hold SBND as of Q1 2026.

ADG Wealth Management Group held 2,650 shares of Columbia Short Duration Bond ETF worth $49.8K as of Q1 2026.
Columbia Short Duration Bond ETF was a new ADG Wealth Management Group position in Q1 2026.
Columbia Short Duration Bond ETF made up 0.03% of ADG Wealth Management Group's portfolio in Q1 2026, its #48 holding.
31 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.