Envestnet Asset Management’s AB Short Duration Income ETF SDFI Stock Holding History

Envestnet Asset Management’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	$390K	Sell	10,981 -2,001	-15%	-$71.2K	﹤0.01%	4267
2026 Q1	$463K	Buy	12,982 +1,068	+9%	+$38.2K	﹤0.01%	3983
2025 Q4	$426K	Sell	11,914 -353	-3%	-$12.7K	﹤0.01%	3813
2025 Q3	$441K	Buy	12,267 +1,997	+19%	+$71.5K	﹤0.01%	3850
2025 Q2	$369K	Buy	10,270 +265	+3%	+$9.42K	﹤0.01%	3912
2025 Q1	$356K	Sell	10,005 -1,586	-14%	-$56.2K	﹤0.01%	3825
2024 Q4	$409K	Sell	11,591 -2,439	-17%	-$86.6K	﹤0.01%	3702
2024 Q3	$504K	Buy	14,030 +8,173	+140%	+$291K	﹤0.01%	3539
2024 Q2	$206K	Buy	+5,857	New	+$206K	﹤0.01%	3919

Other funds holding SDFI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFG

Beto Financial Group Boise, Idaho $190M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Envestnet Asset Management's SDFI Position: Q2 2026 in Review

Envestnet Asset Management reduced its AB Short Duration Income ETF (SDFI) stake by 15% in Q2 2026, selling an estimated $71.2K and leaving 10,981 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #4267.

Envestnet Asset Management first reported a position in SDFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $504K in Q3 2024. 6 funds tracked by Wall St. Rank hold SDFI as of Q2 2026.

Envestnet Asset Management held 10,981 shares of AB Short Duration Income ETF worth $390K as of Q2 2026.
Envestnet Asset Management sold 2,001 AB Short Duration Income ETF shares in Q2 2026, an estimated $71.2K.
AB Short Duration Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4267 holding.
Envestnet Asset Management first reported a position in AB Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
Envestnet Asset Management's AB Short Duration Income ETF position peaked at $504K in Q3 2024.
6 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.