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Daymark Wealth Partners’s Columbia Short Duration Bond ETF SBND Stock Holding History

Daymark Wealth Partners’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 		$809K Buy
43,063
+3,890
+10% +$73.1K 0.02% 373
2026
Q1 		$736K Sell
39,173
-7,876
-17% -$149K 0.02% 348
2025
Q4 		$890K Buy
47,049
+10,998
+31% +$208K 0.03% 302
2025
Q3 		$684K Buy
36,051
+7,242
+25% +$137K 0.02% 327
2025
Q2 		$542K Buy
+28,809
New +$535K 0.02% 337

Other funds holding SBND

LPL Financial
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
SW
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Daymark Wealth Partners's SBND Position: Q2 2026 in Review

Daymark Wealth Partners increased its Columbia Short Duration Bond ETF (SBND) stake by 9.9% in Q2 2026, buying an estimated $73.1K and bringing the position to 43,063 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #373.

Daymark Wealth Partners first reported a position in SBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $890K in Q4 2025. 16 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

  • Daymark Wealth Partners held 43,063 shares of Columbia Short Duration Bond ETF worth $809K as of Q2 2026.
  • Daymark Wealth Partners bought 3,890 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $73.1K.
  • Columbia Short Duration Bond ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #373 holding.
  • Daymark Wealth Partners first reported a position in Columbia Short Duration Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Daymark Wealth Partners's Columbia Short Duration Bond ETF position peaked at $890K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.