Principle Wealth Partners’s Columbia Short Duration Bond ETF SBND Stock Holding History

Principle Wealth Partners’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	$7.03M	Sell	384,347 -69,034	-15%	-$1.29M	0.34%	58
2026 Q2	$8.52M	Buy	453,381 +380,288	+520%	+$7.15M	0.42%	55
2026 Q1	$1.37M	Buy	+73,093	New	+$1.38M	0.08%	153

Other funds holding SBND

LPL Financial San Diego, California $468B AUM 17.69% 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

Principle Wealth Partners's SBND Position: Q3 2026 in Review

Principle Wealth Partners reduced its Columbia Short Duration Bond ETF (SBND) stake by 15% in Q3 2026, selling an estimated $1.29M and leaving 384,347 shares worth $7.03M. The position accounts for 0.34% of the portfolio, ranked #58.

Principle Wealth Partners first reported a position in SBND in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.52M in Q2 2026. 10 funds tracked by Wall St. Rank hold SBND as of Q3 2026.

Principle Wealth Partners held 384,347 shares of Columbia Short Duration Bond ETF worth $7.03M as of Q3 2026.
Principle Wealth Partners sold 69,034 Columbia Short Duration Bond ETF shares in Q3 2026, an estimated $1.29M.
Columbia Short Duration Bond ETF made up 0.34% of Principle Wealth Partners's portfolio in Q3 2026, its #58 holding.
Principle Wealth Partners first reported a position in Columbia Short Duration Bond ETF in Q1 2026 and has held it in 3 quarters since.
Principle Wealth Partners's Columbia Short Duration Bond ETF position peaked at $8.52M in Q2 2026.
10 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.