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

Warner 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 		– Sell
-10,400
Closed -$197K – 81
2025
Q4 		$197K Buy
+10,400
New +$197K 0.12% 73

Other funds holding SBND

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
Bank of America
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Warner Group's SBND Position: Q1 2026 in Review

Warner Group sold out of Columbia Short Duration Bond ETF (SBND) in Q1 2026, closing a stake of 10,400 shares — an estimated $197K sold.

Warner Group first reported a position in SBND in Q4 2025 and held it in 1 quarter. The position peaked at $197K in Q4 2025. 31 funds tracked by Wall St. Rank hold SBND as of Q1 2026.

  • Warner Group reported no remaining Columbia Short Duration Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Warner Group sold 10,400 Columbia Short Duration Bond ETF shares in Q1 2026, an estimated $197K.
  • Warner Group first reported a position in Columbia Short Duration Bond ETF in Q4 2025 and held it in 1 quarter.
  • Warner Group's Columbia Short Duration Bond ETF position peaked at $197K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q1 2026.

Based on Warner Group's 13F filing for Q1 2026, filed 29 Apr 2026.