Morningstar

Columbia Short Duration Bond ETF SBND

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis SBND

Will SBND outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBND’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SBND management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SBND’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Short Duration Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SBND

More SBND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.79 11M
Cash and Equivalents

Federal National Mortgage Association 5%

3.27 7M
Securitized

Federal National Mortgage Association 4.5%

2.75 6M
Securitized

United States Treasury Bills 0%

2.22 5M
Government

United States Treasury Bills 0%

2.18 5M
Government

Federal National Mortgage Association 5.5%

1.68 4M
Securitized

Federal National Mortgage Association 4%

1.03 2M
Securitized

Federal National Mortgage Association 6%

0.47 1M
Securitized

Barclays PLC 6.224%

0.41 902,495
Corporate

HSBC Holdings PLC 8.113%

0.39 872,922
Corporate

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