Simplicity Wealth
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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
Q3 		$257K Sell
14,045
-507,422
-97% -$9.45M 0.01% 929
2026
Q2 		$9.8M Buy
+521,467
New +$9.8M 0.33% 68

Other funds holding SBND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

Simplicity Wealth's SBND Position: Q3 2026 in Review

Simplicity Wealth reduced its Columbia Short Duration Bond ETF (SBND) stake by 97% in Q3 2026, selling an estimated $9.45M and leaving 14,045 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #929.

Simplicity Wealth first reported a position in SBND in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.8M in Q2 2026. 10 funds tracked by Wall St. Rank hold SBND as of Q3 2026.

  • Simplicity Wealth held 14,045 shares of Columbia Short Duration Bond ETF worth $257K as of Q3 2026.
  • Simplicity Wealth sold 507,422 Columbia Short Duration Bond ETF shares in Q3 2026, an estimated $9.45M.
  • Columbia Short Duration Bond ETF made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #929 holding.
  • Simplicity Wealth first reported a position in Columbia Short Duration Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Simplicity Wealth's Columbia Short Duration Bond ETF position peaked at $9.8M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.