Principle Wealth Partners LLC SBND β€” COLUMBIA ETF TR I

Ownership history in Principle Wealth Partners LLC  Β·  1 quarter on record

AI Ownership Summary

Principle Wealth Partners LLC reported COLUMBIA ETF TR I (SBND) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows SBND at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Principle Wealth Partners LLC's position in COLUMBIA ETF TR I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SBND was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Principle Wealth Partners LLC held SBND β€” position size vs. price
% of Fund (quarterly)    SBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 73,093 β€” β€” 0.08% $1.4M 2026-05-07 $18.79

FAQ About Principle Wealth Partners LLC and SBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Principle Wealth Partners LLC reported owning SBND?

Principle Wealth Partners LLC reported SBND across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SBND position in Principle Wealth Partners LLC's portfolio?

The largest reported portfolio weight for SBND was 0.08% in 2026 Q1.

What is the latest reported SBND position on this page?

The most recent filing on this page is 2026 Q1, when Principle Wealth Partners LLC reported 73,093 shares, equal to 0.08% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SBND ownership page compare?

The chart compares Principle Wealth Partners LLC's quarterly SBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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