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Walkner Condon Financial Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Walkner Condon Financial Advisors’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$385K Buy
21,285
+3,500
+20% +$64.3K 0.05% 207
2025
Q4 		$326K Buy
17,785
+995
+6% +$18.3K 0.05% 231
2025
Q3 		$310K Buy
16,790
+910
+6% +$16.6K 0.05% 229
2025
Q2 		$289K Buy
15,880
+490
+3% +$8.74K 0.05% 223
2025
Q1 		$275K Sell
15,390
-220
-1% -$3.9K 0.06% 215
2024
Q4 		$274K Sell
15,610
-270
-2% -$4.84K 0.06% 229
2024
Q3 		$293K Hold
15,880
– – 0.06% 217
2024
Q2 		$280K Buy
15,880
+900
+6% +$15.8K 0.06% 212
2024
Q1 		$266K Sell
14,980
-100
-0.7% -$1.77K 0.06% 226
2023
Q4 		$272K Buy
15,080
+1,460
+11% +$25K 0.06% 220
2023
Q3 		$229K Buy
+13,620
New +$236K 0.06% 224

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Walkner Condon Financial Advisors's DIAL Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 20% in Q1 2026, buying an estimated $64.3K and bringing the position to 21,285 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #207.

Walkner Condon Financial Advisors first reported a position in DIAL in Q3 2023 and has held it in 11 quarters since. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Walkner Condon Financial Advisors held 21,285 shares of Columbia Diversified Fixed Income Allocation ETF worth $385K as of Q1 2026.
  • Walkner Condon Financial Advisors bought 3,500 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $64.3K.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #207 holding.
  • Walkner Condon Financial Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2023 and has held it in 11 quarters since.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.