UBS Group’s Columbia Short Duration Bond ETF SBND Stock Holding History

UBS Group’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 Q1	$23.9K	Buy	+1,273	New	+$24.1K	﹤0.01%	7819
2025 Q1	–	Sell	-116	Closed	-$2.14K	–	10660
2024 Q4	$2.14K	Sell	116 -1,905	-94%	-$35.4K	﹤0.01%	9104
2024 Q3	$38.1K	Buy	2,021 +1,993	+7,118%	+$37.1K	﹤0.01%	6997
2024 Q2	$513	Buy	28 +5	+22%	+$91	﹤0.01%	8893
2024 Q1	$423	Buy	23 +2	+10%	+$37	﹤0.01%	8568
2023 Q4	$387	Sell	21 -133	-86%	-$2.39K	﹤0.01%	8691
2023 Q3	$2.75K	Sell	154 -5,745	-97%	-$103K	﹤0.01%	7652
2023 Q2	$106K	Buy	+5,899	New	+$107K	﹤0.01%	5967
2022 Q1	–	Sell	-500	Closed	-$10K	–	10817
2021 Q4	$10K	Buy	+500	New	+$9.93K	﹤0.01%	8796

Other funds holding SBND

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

UBS Group's SBND Position: Q1 2026 in Review

UBS Group opened a new position in Columbia Short Duration Bond ETF (SBND) in Q1 2026: 1,273 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #7819 among its holdings. This is a return to the name: UBS Group previously reported a position in SBND as recently as Q4 2024.

UBS Group first reported a position in SBND in Q4 2021 and has held it in 9 quarters since. The position peaked at $106K in Q2 2023. 31 funds tracked by Wall St. Rank hold SBND as of Q1 2026.

UBS Group held 1,273 shares of Columbia Short Duration Bond ETF worth $23.9K as of Q1 2026.
Columbia Short Duration Bond ETF was a new UBS Group position in Q1 2026.
Columbia Short Duration Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7819 holding.
UBS Group first reported a position in Columbia Short Duration Bond ETF in Q4 2021 and has held it in 9 quarters since.
UBS Group's Columbia Short Duration Bond ETF position peaked at $106K in Q2 2023.
31 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.