IronOak Wealth’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

IronOak Wealth’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 Q3	$2.4M	Buy	+47,412	New	+$2.42M	2.17%	15

Other funds holding SDSI

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

REDW Wealth Albuquerque, New Mexico $274M AUM 13.13% 1-Year Est. Return

IronOak Wealth's SDSI Position: Q3 2026 in Review

IronOak Wealth opened a new position in American Century Short Duration Strategic Income ETF (SDSI) in Q3 2026: 47,412 shares worth $2.4M. The stake represents 2.17% of the portfolio and ranks #15 among its holdings.

28 funds tracked by Wall St. Rank hold SDSI as of Q3 2026.

IronOak Wealth held 47,412 shares of American Century Short Duration Strategic Income ETF worth $2.4M as of Q3 2026.
American Century Short Duration Strategic Income ETF was a new IronOak Wealth position in Q3 2026.
American Century Short Duration Strategic Income ETF made up 2.17% of IronOak Wealth's portfolio in Q3 2026, its #15 holding.
28 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q3 2026.

Based on IronOak Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.