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 Q2	$26.3K	Buy	1,400 +127	+10%	+$2.39K	﹤0.01%	7980
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 $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

UBS Group's SBND Position: Q2 2026 in Review

UBS Group increased its Columbia Short Duration Bond ETF (SBND) stake by 10% in Q2 2026, buying an estimated $2.39K and bringing the position to 1,400 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7980.

UBS Group first reported a position in SBND in Q4 2021 and has held it in 10 quarters since. The position peaked at $106K in Q2 2023. 30 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

UBS Group held 1,400 shares of Columbia Short Duration Bond ETF worth $26.3K as of Q2 2026.
UBS Group bought 127 Columbia Short Duration Bond ETF shares in Q2 2026, an estimated $2.39K.
Columbia Short Duration Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7980 holding.
UBS Group first reported a position in Columbia Short Duration Bond ETF in Q4 2021 and has held it in 10 quarters since.
UBS Group's Columbia Short Duration Bond ETF position peaked at $106K in Q2 2023.
30 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.