BOSSRA
SCSB

B.O.S.S. Retirement Advisors’s Sterling Capital Short Duration Bond ETF SCSB Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio SCSB Stock Details SCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$433K Buy
+17,246
New +$432K 0.13% 106

Other funds holding SCSB

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SCSB Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in Sterling Capital Short Duration Bond ETF (SCSB) in Q1 2026: 17,246 shares worth $433K. The stake represents 0.13% of the portfolio and ranks #106 among its holdings.

9 funds tracked by Wall St. Rank hold SCSB as of Q1 2026.

  • B.O.S.S. Retirement Advisors held 17,246 shares of Sterling Capital Short Duration Bond ETF worth $433K as of Q1 2026.
  • Sterling Capital Short Duration Bond ETF was a new B.O.S.S. Retirement Advisors position in Q1 2026.
  • Sterling Capital Short Duration Bond ETF made up 0.13% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #106 holding.
  • 9 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.