Crux Wealth Advisors’s Columbia Short Duration Bond ETF SBND Stock Holding History

Crux Wealth Advisors’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	$2.31M	Buy	123,124 +9,047	+8%	+$170K	0.8%	38
2026 Q1	$2.14M	Buy	114,077 +8,327	+8%	+$158K	0.82%	36
2025 Q4	$2M	Buy	105,750 +78,510	+288%	+$1.49M	0.74%	41
2025 Q3	$517K	Buy	27,240 +1,369	+5%	+$25.8K	0.2%	114
2025 Q2	$487K	Buy	25,871 +324	+1%	+$6.01K	0.21%	113
2025 Q1	$475K	Buy	+25,547	New	+$474K	0.25%	114

Other funds holding SBND

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Crux Wealth Advisors's SBND Position: Q2 2026 in Review

Crux Wealth Advisors increased its Columbia Short Duration Bond ETF (SBND) stake by 7.9% in Q2 2026, buying an estimated $170K and bringing the position to 123,124 shares worth $2.31M. The position accounts for 0.8% of the portfolio, ranked #38.

Crux Wealth Advisors first reported a position in SBND in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

Crux Wealth Advisors held 123,124 shares of Columbia Short Duration Bond ETF worth $2.31M as of Q2 2026.
Crux Wealth Advisors bought 9,047 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $170K.
Columbia Short Duration Bond ETF made up 0.8% of Crux Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Crux Wealth Advisors first reported a position in Columbia Short Duration Bond ETF in Q1 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.