Beacon Financial Advisory’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$467K Buy
9,103
+4,608
+103% +$236K 0.09% 258
2026
Q1
$231K Buy
+4,495
New +$232K 0.05% 367

Other funds holding SDSI

Beacon Financial Advisory's SDSI Position: Q2 2026 in Review

Beacon Financial Advisory increased its American Century Short Duration Strategic Income ETF (SDSI) stake by 103% in Q2 2026, buying an estimated $236K and bringing the position to 9,103 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #258.

Beacon Financial Advisory first reported a position in SDSI in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

  • Beacon Financial Advisory held 9,103 shares of American Century Short Duration Strategic Income ETF worth $467K as of Q2 2026.
  • Beacon Financial Advisory bought 4,608 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $236K.
  • American Century Short Duration Strategic Income ETF made up 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #258 holding.
  • Beacon Financial Advisory first reported a position in American Century Short Duration Strategic Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.