Freedom Investment Management’s Columbia Short Duration Bond ETF SBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,251
Closed -$244K 858
2024
Q1
$244K Sell
13,251
-5,991
-31% -$110K 0.02% 676
2023
Q4
$355K Sell
19,242
-5,125
-21% -$92.1K 0.03% 538
2023
Q3
$434K Buy
+24,367
New +$437K 0.05% 400

Other funds holding SBND

Freedom Investment Management's SBND Position: Q2 2024 in Review

Freedom Investment Management sold out of Columbia Short Duration Bond ETF (SBND) in Q2 2024, closing a stake of 13,251 shares — an estimated $244K sold.

Freedom Investment Management first reported a position in SBND in Q3 2023 and held it in 3 quarters. The position peaked at $434K in Q3 2023. 7 funds tracked by Wall St. Rank hold SBND as of Q2 2024.

  • Freedom Investment Management reported no remaining Columbia Short Duration Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 13,251 Columbia Short Duration Bond ETF shares in Q2 2024, an estimated $244K.
  • Freedom Investment Management first reported a position in Columbia Short Duration Bond ETF in Q3 2023 and held it in 3 quarters.
  • Freedom Investment Management's Columbia Short Duration Bond ETF position peaked at $434K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.