WG
SBND icon

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
Q2 		$745K Buy
+39,614
New +$744K 0.18% 66
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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
SW
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Warner Group's SBND Position: Q2 2026 in Review

Warner Group opened a new position in Columbia Short Duration Bond ETF (SBND) in Q2 2026: 39,614 shares worth $745K. The stake represents 0.18% of the portfolio and ranks #66 among its holdings. This is a return to the name: Warner Group previously reported a position in SBND as recently as Q4 2025.

Warner Group first reported a position in SBND in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

  • Warner Group held 39,614 shares of Columbia Short Duration Bond ETF worth $745K as of Q2 2026.
  • Columbia Short Duration Bond ETF was a new Warner Group position in Q2 2026.
  • Columbia Short Duration Bond ETF made up 0.18% of Warner Group's portfolio in Q2 2026, its #66 holding.
  • Warner Group first reported a position in Columbia Short Duration Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.