Columbia Short Term Bond-I2CCBRX

13F holders, Q1 2024 (March 31)
2holders
$9.63avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Columbia Short Term Bond-I2 (CCBRX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($183K) and Financial Gravity Asset Management, Inc. ($4K).

Company
Columbia Short Term Bond-I2
CUSIP
19766B299
Latest filing quarter
Q3 2024

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 2 holders

Encompass Wealth Advisors, LLC 0.05% No change 19,044 $183K
Financial Gravity Asset Management, Inc. 0.00% No change 411 $4K

"% of holder's portfolio" is CCBRX's weight in each manager's 13F, not the share of Columbia Short Term Bond-I2 the manager owns.