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.
Columbia Short Duration Bond ETF SBND
Morningstar’s Analysis SBND
Will SBND outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street Instl US Govt MMkt Premier | 9.20 | 22M | Cash and Equivalents |
Federal National Mortgage Association 5% | 2.88 | 7M | Securitized |
Federal National Mortgage Association 4.5% | 2.71 | 6M | Securitized |
Federal National Mortgage Association 5.5% | 1.74 | 4M | Securitized |
Federal National Mortgage Association 4% | 1.09 | 3M | Securitized |
Federal National Mortgage Association 6% | 0.73 | 2M | Securitized |
Barclays PLC 6.224% | 0.40 | 946,609 | Corporate |
HSBC Holdings PLC 8.113% | 0.39 | 920,211 | Corporate |
T-Mobile USA, Inc. 2.55% | 0.37 | 868,441 | Corporate |
Amgen Inc. 5.25% | 0.37 | 862,357 | Corporate |