Barclays
DIAL icon

Barclays’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Barclays’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-24,289
Closed -$519K – 4227
2021
Q3 		$519K Buy
24,289
+20,822
+601% +$450K ﹤0.01% 3174
2021
Q2 		$75K Buy
+3,467
New +$74.2K ﹤0.01% 3950
2020
Q1 		– Sell
-4,700
Closed -$98K – 6193
2019
Q4 		$98K Hold
4,700
– – ﹤0.01% 5488
2019
Q3 		$98K Hold
4,700
– – ﹤0.01% 5492
2019
Q2 		$96K Hold
4,700
– – ﹤0.01% 5723
2019
Q1 		$94K Buy
+4,700
New +$91.4K ﹤0.01% 5404

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return

Barclays's DIAL Position: Q4 2021 in Review

Barclays sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2021, closing a stake of 24,289 shares — an estimated $519K sold.

Barclays first reported a position in DIAL in Q1 2019 and held it in 6 quarters. The position peaked at $519K in Q3 2021. 95 funds tracked by Wall St. Rank hold DIAL as of Q4 2021.

  • Barclays reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 24,289 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2021, an estimated $519K.
  • Barclays first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2019 and held it in 6 quarters.
  • Barclays's Columbia Diversified Fixed Income Allocation ETF position peaked at $519K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.