Envestnet Asset Management
SCSB

Envestnet Asset Management’s Sterling Capital Short Duration Bond ETF SCSB Stock Holding History

Envestnet Asset Management’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 		$1.68M Buy
67,356
+2,043
+3% +$51.1K ﹤0.01% 3284
2026
Q1 		$1.64M Buy
+65,313
New +$1.64M ﹤0.01% 3145

Other funds holding SCSB

Truist Financial
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
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 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
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

Envestnet Asset Management's SCSB Position: Q2 2026 in Review

Envestnet Asset Management increased its Sterling Capital Short Duration Bond ETF (SCSB) stake by 3.1% in Q2 2026, buying an estimated $51.1K and bringing the position to 67,356 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3284.

Envestnet Asset Management first reported a position in SCSB in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold SCSB as of Q2 2026.

  • Envestnet Asset Management held 67,356 shares of Sterling Capital Short Duration Bond ETF worth $1.68M as of Q2 2026.
  • Envestnet Asset Management bought 2,043 Sterling Capital Short Duration Bond ETF shares in Q2 2026, an estimated $51.1K.
  • Sterling Capital Short Duration Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3284 holding.
  • Envestnet Asset Management first reported a position in Sterling Capital Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.