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 Q1	$1.37M	Buy	+73,093	New	+$1.38M	0.08%	153

Other funds holding SBND

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.14B 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Principle Wealth Partners's SBND Position: Q1 2026 in Review

Principle Wealth Partners opened a new position in Columbia Short Duration Bond ETF (SBND) in Q1 2026: 73,093 shares worth $1.37M. The stake represents 0.08% of the portfolio and ranks #153 among its holdings.

31 funds tracked by Wall St. Rank hold SBND as of Q1 2026.

Principle Wealth Partners held 73,093 shares of Columbia Short Duration Bond ETF worth $1.37M as of Q1 2026.
Columbia Short Duration Bond ETF was a new Principle Wealth Partners position in Q1 2026.
Columbia Short Duration Bond ETF made up 0.08% of Principle Wealth Partners's portfolio in Q1 2026, its #153 holding.
31 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.