Bank of Montreal
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Bank of Montreal’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Bank of Montreal’s Portfolio SDSI Stock Details SDSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,862
Closed -$200K – 3896
2024
Q3 		$200K Sell
3,862
-11,888
-75% -$612K ﹤0.01% 3028
2024
Q2 		$803K Buy
+15,750
New +$799K ﹤0.01% 2143
2024
Q1 		– Sell
-6,416
Closed -$322K – 4267
2023
Q4 		$322K Sell
6,416
-150
-2% -$7.56K ﹤0.01% 2818
2023
Q3 		$332K Buy
+6,566
New +$331K ﹤0.01% 2732

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Bank of Montreal's SDSI Position: Q4 2024 in Review

Bank of Montreal sold out of American Century Short Duration Strategic Income ETF (SDSI) in Q4 2024, closing a stake of 3,862 shares — an estimated $200K sold.

Bank of Montreal first reported a position in SDSI in Q3 2023 and held it in 4 quarters. The position peaked at $803K in Q2 2024. 17 funds tracked by Wall St. Rank hold SDSI as of Q4 2024.

  • Bank of Montreal reported no remaining American Century Short Duration Strategic Income ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,862 American Century Short Duration Strategic Income ETF shares in Q4 2024, an estimated $200K.
  • Bank of Montreal first reported a position in American Century Short Duration Strategic Income ETF in Q3 2023 and held it in 4 quarters.
  • Bank of Montreal's American Century Short Duration Strategic Income ETF position peaked at $803K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.