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
Q1 		$222K Buy
+8,861
New +$222K 0.06% 142

Other funds holding SCSB

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Lloyd Advisory Services's SCSB Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in Sterling Capital Short Duration Bond ETF (SCSB) in Q1 2026: 8,861 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings.

9 funds tracked by Wall St. Rank hold SCSB as of Q1 2026.

  • Lloyd Advisory Services held 8,861 shares of Sterling Capital Short Duration Bond ETF worth $222K as of Q1 2026.
  • Sterling Capital Short Duration Bond ETF was a new Lloyd Advisory Services position in Q1 2026.
  • Sterling Capital Short Duration Bond ETF made up 0.06% of Lloyd Advisory Services's portfolio in Q1 2026, its #142 holding.
  • 9 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.