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Ehrlich Financial Group’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Ehrlich Financial Group’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
Q1 		– Sell
-27,292
Closed -$1.39M – 106
2023
Q4 		$1.39M Buy
+27,292
New +$1.37M 1.39% 24

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Ehrlich Financial Group's SDSI Position: Q1 2024 in Review

Ehrlich Financial Group sold out of American Century Short Duration Strategic Income ETF (SDSI) in Q1 2024, closing a stake of 27,292 shares — an estimated $1.39M sold.

Ehrlich Financial Group first reported a position in SDSI in Q4 2023 and held it in 1 quarter. The position peaked at $1.39M in Q4 2023. 9 funds tracked by Wall St. Rank hold SDSI as of Q1 2024.

  • Ehrlich Financial Group reported no remaining American Century Short Duration Strategic Income ETF position as of Q1 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 27,292 American Century Short Duration Strategic Income ETF shares in Q1 2024, an estimated $1.39M.
  • Ehrlich Financial Group first reported a position in American Century Short Duration Strategic Income ETF in Q4 2023 and held it in 1 quarter.
  • Ehrlich Financial Group's American Century Short Duration Strategic Income ETF position peaked at $1.39M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q1 2024.

Based on Ehrlich Financial Group's 13F filing for Q1 2024, filed 15 Apr 2024.