Financial Gravity Asset Management’s Columbia Short Duration Bond ETF SBND Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-23	Closed	-$429	–	2253
2024 Q1	$429	Buy	+23	New	+$422	﹤0.01%	1405

Other funds holding SBND

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Asset Management's SBND Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Columbia Short Duration Bond ETF (SBND) in Q2 2024, closing a stake of 23 shares — an estimated $429 sold.

Financial Gravity Asset Management first reported a position in SBND in Q1 2024 and held it in 1 quarter. The position peaked at $429 in Q1 2024. 7 funds tracked by Wall St. Rank hold SBND as of Q2 2024.

Financial Gravity Asset Management reported no remaining Columbia Short Duration Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 23 Columbia Short Duration Bond ETF shares in Q2 2024, an estimated $429.
Financial Gravity Asset Management first reported a position in Columbia Short Duration Bond ETF in Q1 2024 and held it in 1 quarter.
Financial Gravity Asset Management's Columbia Short Duration Bond ETF position peaked at $429 in Q1 2024.
7 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.