LAS
SCSB

Lloyd Advisory Services’s Sterling Capital Short Duration Bond ETF SCSB Stock Holding History

Lloyd Advisory Services’s Portfolio SCSB Stock Details SCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,861
Closed -$222K – 1064
2026
Q1 		$222K Buy
+8,861
New +$222K 0.06% 142

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Envestnet Asset Management
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ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Lloyd Advisory Services's SCSB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Sterling Capital Short Duration Bond ETF (SCSB) in Q2 2026, closing a stake of 8,861 shares — an estimated $222K sold.

Lloyd Advisory Services first reported a position in SCSB in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 11 funds tracked by Wall St. Rank hold SCSB as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Sterling Capital Short Duration Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 8,861 Sterling Capital Short Duration Bond ETF shares in Q2 2026, an estimated $222K.
  • Lloyd Advisory Services first reported a position in Sterling Capital Short Duration Bond ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Sterling Capital Short Duration Bond ETF position peaked at $222K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.