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

LPL Financial’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 Q3	$20M	Buy	1,096,204 +57,505	+6%	+$1.07M	﹤0.01%	1620
2026 Q2	$19.5M	Buy	1,038,699 +155,420	+18%	+$2.92M	﹤0.01%	1590
2026 Q1	$16.6M	Buy	883,279 +309,259	+54%	+$5.85M	﹤0.01%	1598
2025 Q4	$10.9M	Buy	574,020 +494,651	+623%	+$9.37M	﹤0.01%	1861
2025 Q3	$1.51M	Buy	79,369 +34,657	+78%	+$654K	﹤0.01%	3595
2025 Q2	$842K	Buy	44,712 +8,104	+22%	+$150K	﹤0.01%	3907
2025 Q1	$681K	Buy	36,608 +7,522	+26%	+$140K	﹤0.01%	3877
2024 Q4	$537K	Hold	29,086	–	–	﹤0.01%	4036
2024 Q3	$548K	Buy	29,086 +5,025	+21%	+$93.6K	﹤0.01%	3915
2024 Q2	$442K	Sell	24,061 -603	-2%	-$11K	﹤0.01%	3968
2024 Q1	$454K	Buy	+24,664	New	+$453K	﹤0.01%	3872
2023 Q4	–	Sell	-51,084	Closed	-$911K	–	4886
2023 Q3	$911K	Buy	+51,084	New	+$917K	﹤0.01%	2973

Other funds holding SBND

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

LPL Financial's SBND Position: Q3 2026 in Review

LPL Financial increased its Columbia Short Duration Bond ETF (SBND) stake by 5.5% in Q3 2026, buying an estimated $1.07M and bringing the position to 1,096,204 shares worth $20M. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

LPL Financial first reported a position in SBND in Q3 2023 and has held it in 12 quarters since. 10 funds tracked by Wall St. Rank hold SBND as of Q3 2026.

LPL Financial held 1,096,204 shares of Columbia Short Duration Bond ETF worth $20M as of Q3 2026.
LPL Financial bought 57,505 Columbia Short Duration Bond ETF shares in Q3 2026, an estimated $1.07M.
Columbia Short Duration Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1620 holding.
LPL Financial first reported a position in Columbia Short Duration Bond ETF in Q3 2023 and has held it in 12 quarters since.
10 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.