World Investment Advisors’s Columbia Short Duration Bond ETF SBND Stock Holding History

World Investment Advisors’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	$3.09M	Hold	164,278	–	–	0.05%	372
2026 Q1	$3.09M	Sell	164,278 -22,261	-12%	-$421K	0.05%	375
2025 Q4	$3.53M	Sell	186,539 -27,297	-13%	-$517K	0.06%	332
2025 Q3	$4.06M	Buy	213,836 +91,252	+74%	+$1.72M	0.08%	257
2025 Q2	$2.31M	Buy	122,584 +7,662	+7%	+$142K	0.05%	349
2025 Q1	$2.14M	Buy	114,922 +35,703	+45%	+$663K	0.06%	341
2024 Q4	$1.46M	Buy	79,219 +46,145	+140%	+$858K	0.04%	393
2024 Q3	$623K	Buy	+33,074	New	+$616K	0.02%	535

Other funds holding SBND

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

World Investment Advisors's SBND Position: Q2 2026 in Review

World Investment Advisors held its Columbia Short Duration Bond ETF (SBND) position steady in Q2 2026 at 164,278 shares worth $3.09M. The position accounts for 0.05% of the portfolio, ranked #372.

World Investment Advisors first reported a position in SBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.06M in Q3 2025. 30 funds tracked by Wall St. Rank hold SBND as of Q2 2026.

World Investment Advisors held 164,278 shares of Columbia Short Duration Bond ETF worth $3.09M as of Q2 2026.
World Investment Advisors left its Columbia Short Duration Bond ETF share count unchanged in Q2 2026.
Columbia Short Duration Bond ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #372 holding.
World Investment Advisors first reported a position in Columbia Short Duration Bond ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Columbia Short Duration Bond ETF position peaked at $4.06M in Q3 2025.
30 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.