EFS
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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
Q2 		$253K Buy
13,459
+124
+0.9% +$2.33K 0.01% 707
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 $495B AUM 43.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Essex Financial Services's SBND Position: Q2 2026 in Review

Essex Financial Services increased its Columbia Short Duration Bond ETF (SBND) stake by 0.93% in Q2 2026, buying an estimated $2.33K and bringing the position to 13,459 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #707.

Essex Financial Services first reported a position in SBND in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

  • Essex Financial Services held 13,459 shares of Columbia Short Duration Bond ETF worth $253K as of Q2 2026.
  • Essex Financial Services bought 124 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $2.33K.
  • Columbia Short Duration Bond ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #707 holding.
  • Essex Financial Services first reported a position in Columbia Short Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.