BFG
SDFI

Beto Financial Group’s AB Short Duration Income ETF SDFI Stock Holding History

Beto Financial Group’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
2026
Q2 		$865K Sell
24,387
-9,795
-29% -$348K 0.45% 55
2026
Q1 		$1.22M Sell
34,182
-34,656
-50% -$1.24M 0.71% 38
2025
Q4 		$2.46M Buy
+68,838
New +$2.47M 1.66% 16

Other funds holding SDFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beto Financial Group's SDFI Position: Q2 2026 in Review

Beto Financial Group reduced its AB Short Duration Income ETF (SDFI) stake by 29% in Q2 2026, selling an estimated $348K and leaving 24,387 shares worth $865K. The position accounts for 0.45% of the portfolio, ranked #55.

Beto Financial Group first reported a position in SDFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.46M in Q4 2025. 15 funds tracked by Wall St. Rank hold SDFI as of Q2 2026.

  • Beto Financial Group held 24,387 shares of AB Short Duration Income ETF worth $865K as of Q2 2026.
  • Beto Financial Group sold 9,795 AB Short Duration Income ETF shares in Q2 2026, an estimated $348K.
  • AB Short Duration Income ETF made up 0.45% of Beto Financial Group's portfolio in Q2 2026, its #55 holding.
  • Beto Financial Group first reported a position in AB Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Beto Financial Group's AB Short Duration Income ETF position peaked at $2.46M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.