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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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

Principle Wealth Partners's SBND Position: Q2 2026 in Review

Principle Wealth Partners increased its Columbia Short Duration Bond ETF (SBND) stake by 520% in Q2 2026, buying an estimated $7.15M and bringing the position to 453,381 shares worth $8.52M. The position accounts for 0.42% of the portfolio, ranked #55.

Principle Wealth Partners first reported a position in SBND in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

  • Principle Wealth Partners held 453,381 shares of Columbia Short Duration Bond ETF worth $8.52M as of Q2 2026.
  • Principle Wealth Partners bought 380,288 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $7.15M.
  • Columbia Short Duration Bond ETF made up 0.42% of Principle Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Principle Wealth Partners first reported a position in Columbia Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.