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Westside Investment Management’s Columbia Short Duration Bond ETF SBND Stock Holding History

Westside Investment Management’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 		$388K Hold
20,650
– – 0.05% 224
2026
Q1 		$388K Hold
20,650
– – 0.06% 221
2025
Q4 		$391K Buy
+20,650
New +$391K 0.06% 202

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SWASL
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Westside Investment Management's SBND Position: Q2 2026 in Review

Westside Investment Management held its Columbia Short Duration Bond ETF (SBND) position steady in Q2 2026 at 20,650 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #224.

Westside Investment Management first reported a position in SBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $391K in Q4 2025. 16 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

  • Westside Investment Management held 20,650 shares of Columbia Short Duration Bond ETF worth $388K as of Q2 2026.
  • Westside Investment Management left its Columbia Short Duration Bond ETF share count unchanged in Q2 2026.
  • Columbia Short Duration Bond ETF made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #224 holding.
  • Westside Investment Management first reported a position in Columbia Short Duration Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Westside Investment Management's Columbia Short Duration Bond ETF position peaked at $391K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.