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IFS Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

IFS Advisors’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.09K Buy
+63
New +$1.12K ﹤0.01% 425

Other funds holding DIAL

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFS Advisors's DIAL Position: Q3 2026 in Review

IFS Advisors opened a new position in Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2026: 63 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings.

4 funds tracked by Wall St. Rank hold DIAL as of Q3 2026.

  • IFS Advisors held 63 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.09K as of Q3 2026.
  • Columbia Diversified Fixed Income Allocation ETF was a new IFS Advisors position in Q3 2026.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #425 holding.
  • 4 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.