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

Simplicity Wealth’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	$9.8M	Buy	+521,467	New	+$9.8M	0.33%	68

Other funds holding SBND

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Simplicity Wealth's SBND Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Columbia Short Duration Bond ETF (SBND) in Q2 2026: 521,467 shares worth $9.8M. The stake represents 0.33% of the portfolio and ranks #68 among its holdings.

16 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

Simplicity Wealth held 521,467 shares of Columbia Short Duration Bond ETF worth $9.8M as of Q2 2026.
Columbia Short Duration Bond ETF was a new Simplicity Wealth position in Q2 2026.
Columbia Short Duration Bond ETF made up 0.33% of Simplicity Wealth's portfolio in Q2 2026, its #68 holding.
16 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.