Osaic Holdings’s Columbia Short Duration Bond ETF SBND Stock Holding History

Osaic Holdings’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	$4.95M	Buy	263,051 +1,286	+0.5%	+$24.2K	0.01%	1533
2026 Q1	$4.92M	Buy	261,765 +225,377	+619%	+$4.26M	0.01%	1375
2025 Q4	$689K	Buy	36,388 +7,068	+24%	+$134K	﹤0.01%	3036
2025 Q3	$555K	Buy	29,320 +5,529	+23%	+$104K	﹤0.01%	3348
2025 Q2	$448K	Buy	23,791 +10,710	+82%	+$199K	﹤0.01%	3239
2025 Q1	$243K	Buy	13,081 +7,681	+142%	+$143K	﹤0.01%	3475
2024 Q4	$99.6K	Buy	+5,400	New	+$100K	﹤0.01%	4173
2024 Q2	–	Sell	-201	Closed	-$3.7K	–	7596
2024 Q1	$3.7K	Hold	201	–	–	﹤0.01%	6223
2023 Q4	$3.7K	Hold	201	–	–	﹤0.01%	6286
2023 Q3	$3.58K	Buy	+201	New	+$3.61K	﹤0.01%	6410

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

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

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Osaic Holdings's SBND Position: Q2 2026 in Review

Osaic Holdings increased its Columbia Short Duration Bond ETF (SBND) stake by 0.49% in Q2 2026, buying an estimated $24.2K and bringing the position to 263,051 shares worth $4.95M. The position accounts for 0.01% of the portfolio, ranked #1533.

Osaic Holdings first reported a position in SBND in Q3 2023 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

Osaic Holdings held 263,051 shares of Columbia Short Duration Bond ETF worth $4.95M as of Q2 2026.
Osaic Holdings bought 1,286 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $24.2K.
Columbia Short Duration Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1533 holding.
Osaic Holdings first reported a position in Columbia Short Duration Bond ETF in Q3 2023 and has held it in 10 quarters since.
30 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.