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 Q2	$416K	Buy	22,885 +1,600	+8%	+$29.1K	0.05%	216
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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Walkner Condon Financial Advisors's DIAL Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 7.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 22,885 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #216.

Walkner Condon Financial Advisors first reported a position in DIAL in Q3 2023 and has held it in 12 quarters since. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

Walkner Condon Financial Advisors held 22,885 shares of Columbia Diversified Fixed Income Allocation ETF worth $416K as of Q2 2026.
Walkner Condon Financial Advisors bought 1,600 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $29.1K.
Columbia Diversified Fixed Income Allocation ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #216 holding.
Walkner Condon Financial Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2023 and has held it in 12 quarters since.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.