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Spartan Wealth Advisory Services LLC’s Columbia Short Duration Bond ETF SBND Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$10.4M Buy
551,014
+6,054
+1% +$114K 0.85% 28
2026
Q1 		$10.2M Buy
+544,960
New +$10.3M 0.89% 25

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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 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

Spartan Wealth Advisory Services LLC's SBND Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Columbia Short Duration Bond ETF (SBND) stake by 1.1% in Q2 2026, buying an estimated $114K and bringing the position to 551,014 shares worth $10.4M. The position accounts for 0.85% of the portfolio, ranked #28.

Spartan Wealth Advisory Services LLC 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.

  • Spartan Wealth Advisory Services LLC held 551,014 shares of Columbia Short Duration Bond ETF worth $10.4M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 6,054 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $114K.
  • Columbia Short Duration Bond ETF made up 0.85% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #28 holding.
  • Spartan Wealth Advisory Services LLC 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 Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.