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 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 $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $6.2B AUM 19.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings's SBND Position: Q1 2026 in Review

Osaic Holdings increased its Columbia Short Duration Bond ETF (SBND) stake by 619% in Q1 2026, buying an estimated $4.26M and bringing the position to 261,765 shares worth $4.92M. The position accounts for 0.01% of the portfolio, ranked #1375.

Osaic Holdings first reported a position in SBND in Q3 2023 and has held it in 9 quarters since. 31 funds tracked by Wall St. Rank hold SBND as of Q1 2026.

Osaic Holdings held 261,765 shares of Columbia Short Duration Bond ETF worth $4.92M as of Q1 2026.
Osaic Holdings bought 225,377 Columbia Short Duration Bond ETF shares in Q1 2026, an estimated $4.26M.
Columbia Short Duration Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1375 holding.
Osaic Holdings first reported a position in Columbia Short Duration Bond ETF in Q3 2023 and has held it in 9 quarters since.
31 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.