Core Wealth Advisors (Florida)’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
$1.86M Buy
36,247
+7,903
+28% +$406K 0.37% 31
2026
Q1
$1.45M Buy
28,344
+16,691
+143% +$861K 0.35% 31
2025
Q4
$601K Buy
11,653
+6,407
+122% +$331K 0.16% 54
2025
Q3
$271K Buy
+5,246
New +$270K 0.07% 76

Other funds holding SDSI

Core Wealth Advisors (Florida)'s SDSI Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its American Century Short Duration Strategic Income ETF (SDSI) stake by 28% in Q2 2026, buying an estimated $406K and bringing the position to 36,247 shares worth $1.86M. The position accounts for 0.37% of the portfolio, ranked #31.

Core Wealth Advisors (Florida) first reported a position in SDSI in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

  • Core Wealth Advisors (Florida) held 36,247 shares of American Century Short Duration Strategic Income ETF worth $1.86M as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 7,903 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $406K.
  • American Century Short Duration Strategic Income ETF made up 0.37% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #31 holding.
  • Core Wealth Advisors (Florida) first reported a position in American Century Short Duration Strategic Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.