Jones Financial Companies’s Columbia Short Duration Bond ETF SBND Stock Holding History

Jones Financial Companies’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	$212K	Buy	+11,294	New	+$212K	﹤0.01%	2547

Other funds holding SBND

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies's SBND Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Columbia Short Duration Bond ETF (SBND) in Q2 2026: 11,294 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #2547 among its holdings.

30 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

Jones Financial Companies held 11,294 shares of Columbia Short Duration Bond ETF worth $212K as of Q2 2026.
Columbia Short Duration Bond ETF was a new Jones Financial Companies position in Q2 2026.
Columbia Short Duration Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2547 holding.
30 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.