— Know what they know.
Not Investment Advice

DIAL

Columbia Diversified Fixed Income Allocation ETF
1W: -0.4% 1M: -0.9% 3M: -2.3% YTD: -0.7% 1Y: +4.3% 3Y: +15.5% 5Y: +1.2%
$18.11
+0.04 (+0.19%)
 
Weekly Expected Move ±0.7%
$18 $18 $18 $18 $18
ETF AMEX · AUM $389.1M
Key Statistics
AUM$389M
Holdings2
Top 10 Wt0.4%
Volume30,696
Avg Volume112,044
Beta1.09
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2017-10-13
Sector Allocation
Other 112.8%
Financial Services 0.4%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 UMBS 30YR TBA(REG A) 4.80% $19.8M 19,855,000
2 UMBS 30YR TBA(REG A) 4.41% $18.2M 17,920,000
3 TREASURY BILL 4.09% $16.9M 17,000,000
4 UMBS 30YR TBA(REG A) 3.03% $12.5M 12,820,000
5 TREASURY BILL 2.43% $10.0M 10,000,000
6 TREASURY BILL 2.42% $10.0M 10,000,000
7 TREASURY BILL 2.41% $9.9M 10,000,000
8 TREASURY BILL 2.40% $9.9M 10,000,000
9 UMBS 30YR TBA(REG A) 1.64% $6.8M 6,540,000
10 TREASURY BOND 1.47% $6.0M 8,106,000

Recent Holding Changes

Date Holding Change Details
2026-05-22 GVMXX Changed 1817708 → 1592108
2026-05-20 GVMXX Changed 1803023 → 1817708
2026-05-19 GVMXX Changed 1086425 → 1803023
2026-05-18 GVMXX Changed 953075 → 1086425
2026-05-14 GVMXX Changed 1047681 → 953075

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms