Avion Wealth’s AB Short Duration Income ETF SDFI Stock Holding History

Avion Wealth’s Portfolio SDFI Stock Details SDFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15	Closed	–	–	1671
2025 Q1	$0	Buy	+15	New	+$532	﹤0.01%	1398
2024 Q4	–	Sell	-15	Closed	–	–	1313
2024 Q3	$0	Hold	15	–	–	﹤0.01%	1375
2024 Q2	$0	Buy	+15	New	+$528	﹤0.01%	1303

Other funds holding SDFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avion Wealth's SDFI Position: Q2 2025 in Review

Avion Wealth sold out of AB Short Duration Income ETF (SDFI) in Q2 2025, closing a stake of 15 shares.

Avion Wealth first reported a position in SDFI in Q2 2024 and held it in 3 quarters. The position peaked at $0 in Q1 2025. 9 funds tracked by Wall St. Rank hold SDFI as of Q2 2025.

Avion Wealth reported no remaining AB Short Duration Income ETF position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 15 AB Short Duration Income ETF shares in Q2 2025.
Avion Wealth first reported a position in AB Short Duration Income ETF in Q2 2024 and held it in 3 quarters.
Avion Wealth's AB Short Duration Income ETF position peaked at $0 in Q1 2025.
9 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.