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IHT Wealth Management’s Columbia Short Duration Bond ETF SBND Stock Holding History

IHT Wealth 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
2026
Q2 		$5.76M Buy
306,698
+2,964
+1% +$55.7K 0.12% 176
2026
Q1 		$5.71M Buy
+303,734
New +$5.75M 0.13% 162

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
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
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

IHT Wealth Management's SBND Position: Q2 2026 in Review

IHT Wealth Management increased its Columbia Short Duration Bond ETF (SBND) stake by 0.98% in Q2 2026, buying an estimated $55.7K and bringing the position to 306,698 shares worth $5.76M. The position accounts for 0.12% of the portfolio, ranked #176.

IHT Wealth Management first reported a position in SBND in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

  • IHT Wealth Management held 306,698 shares of Columbia Short Duration Bond ETF worth $5.76M as of Q2 2026.
  • IHT Wealth Management bought 2,964 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $55.7K.
  • Columbia Short Duration Bond ETF made up 0.12% of IHT Wealth Management's portfolio in Q2 2026, its #176 holding.
  • IHT Wealth Management first reported a position in Columbia Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.