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Essex Financial Services’s Columbia Short Duration Bond ETF SBND Stock Holding History

Essex Financial Services’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
Q1 		$250K Buy
13,335
+2,712
+26% +$51.3K 0.01% 672
2025
Q4 		$201K Buy
+10,623
New +$201K 0.01% 759

Other funds holding SBND

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Essex Financial Services's SBND Position: Q1 2026 in Review

Essex Financial Services increased its Columbia Short Duration Bond ETF (SBND) stake by 26% in Q1 2026, buying an estimated $51.3K and bringing the position to 13,335 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #672.

Essex Financial Services first reported a position in SBND in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SBND as of Q1 2026.

  • Essex Financial Services held 13,335 shares of Columbia Short Duration Bond ETF worth $250K as of Q1 2026.
  • Essex Financial Services bought 2,712 Columbia Short Duration Bond ETF shares in Q1 2026, an estimated $51.3K.
  • Columbia Short Duration Bond ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #672 holding.
  • Essex Financial Services first reported a position in Columbia Short Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.