B.O.S.S. Retirement Advisors’s Sterling Capital Short Duration Bond ETF SCSB Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio SCSB Stock Details SCSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$394K	Sell	15,756 -1,490	-9%	-$37.2K	0.11%	109
2026 Q1	$433K	Buy	+17,246	New	+$432K	0.13%	106

Other funds holding SCSB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return

KFG

Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SCSB Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Sterling Capital Short Duration Bond ETF (SCSB) stake by 8.6% in Q2 2026, selling an estimated $37.2K and leaving 15,756 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #109.

B.O.S.S. Retirement Advisors first reported a position in SCSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $433K in Q1 2026. 11 funds tracked by Wall St. Rank hold SCSB as of Q2 2026.

B.O.S.S. Retirement Advisors held 15,756 shares of Sterling Capital Short Duration Bond ETF worth $394K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 1,490 Sterling Capital Short Duration Bond ETF shares in Q2 2026, an estimated $37.2K.
Sterling Capital Short Duration Bond ETF made up 0.11% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #109 holding.
B.O.S.S. Retirement Advisors first reported a position in Sterling Capital Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
B.O.S.S. Retirement Advisors's Sterling Capital Short Duration Bond ETF position peaked at $433K in Q1 2026.
11 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.