Columbia Short Term Bond-I2CCBRX

13F holders, Q2 2024 (June 30)
1holders −1
0new positions
1sold out
$9.65avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Columbia Short Term Bond-I2 (CCBRX) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holder was Encompass Wealth Advisors, LLC ($184K).

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 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits1$4K

All 13F filers, Q1 2024 → Q2 2024: 411 shares sold, net −411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Encompass Wealth Advisors, LLC 0.05% No change 19,044 $184K

"% 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.