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 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

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

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

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

LPL Financial's SBND Position: Q2 2026 in Review

LPL Financial increased its Columbia Short Duration Bond ETF (SBND) stake by 18% in Q2 2026, buying an estimated $2.92M and bringing the position to 1,038,699 shares worth $19.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

LPL Financial first reported a position in SBND in Q3 2023 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

LPL Financial held 1,038,699 shares of Columbia Short Duration Bond ETF worth $19.5M as of Q2 2026.
LPL Financial bought 155,420 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $2.92M.
Columbia Short Duration Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1590 holding.
LPL Financial first reported a position in Columbia Short Duration Bond ETF in Q3 2023 and has held it in 11 quarters since.
16 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.