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Columbia Short Term Bond Inst2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Columbia Short Term Bond Inst2 (CCBRX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Columbia Short Term Bond Inst2

Tip: Access up to 7 years of quarterly data

All positions including Columbia Short Term Bond Inst2 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Short Term Bond Inst2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $179k 19k 9.38
2023-06-30 $178k 19k 9.37
2023-03-31 $180k 19k 9.45
2022-12-31 $178k 19k 9.33
2022-09-30 $178k 19k 9.35
2022-06-30 $181k 19k 9.50
2022-03-31 $185k 19k 9.71
2021-12-31 $191k 19k 10.03
2021-09-30 $192k 19k 10.08
2021-06-30 $192k 19k 10.08
2021-03-31 $192k 19k 10.08

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iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors