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Investment Advisory Group’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Investment Advisory 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
2026
Q1 		$1.49M Buy
29,000
+12,500
+76% +$645K 0.38% 62
2025
Q4 		$851K Buy
+16,500
New +$852K 0.22% 88

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Investment Advisory Group's SDSI Position: Q1 2026 in Review

Investment Advisory Group increased its American Century Short Duration Strategic Income ETF (SDSI) stake by 76% in Q1 2026, buying an estimated $645K and bringing the position to 29,000 shares worth $1.49M. The position accounts for 0.38% of the portfolio, ranked #62.

Investment Advisory Group first reported a position in SDSI in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold SDSI as of Q1 2026.

  • Investment Advisory Group held 29,000 shares of American Century Short Duration Strategic Income ETF worth $1.49M as of Q1 2026.
  • Investment Advisory Group bought 12,500 American Century Short Duration Strategic Income ETF shares in Q1 2026, an estimated $645K.
  • American Century Short Duration Strategic Income ETF made up 0.38% of Investment Advisory Group's portfolio in Q1 2026, its #62 holding.
  • Investment Advisory Group first reported a position in American Century Short Duration Strategic Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.