Summit Financial’s Columbia Short Duration Bond ETF SBND Stock Holding History

Summit Financial’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	$232K	Buy	+12,368	New	+$232K	﹤0.01%	1451

Other funds holding SBND

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Summit Financial's SBND Position: Q2 2026 in Review

Summit Financial opened a new position in Columbia Short Duration Bond ETF (SBND) in Q2 2026: 12,368 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1451 among its holdings.

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

Summit Financial held 12,368 shares of Columbia Short Duration Bond ETF worth $232K as of Q2 2026.
Columbia Short Duration Bond ETF was a new Summit Financial position in Q2 2026.
Columbia Short Duration Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1451 holding.
30 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.