Medallion Wealth Advisors’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
Q1
$726K Sell
14,150
-2,120
-13% -$109K 0.24% 93
2025
Q4
$839K Buy
16,270
+990
+6% +$51.1K 0.28% 82
2025
Q3
$790K Buy
15,280
+2,300
+18% +$118K 0.28% 86
2025
Q2
$665K Buy
12,980
+360
+3% +$18.4K 0.26% 94
2025
Q1
$645K Buy
12,620
+10,150
+411% +$519K 0.29% 84
2024
Q4
$176K Buy
+2,470
New +$126K 0.09% 201

Other funds holding SDSI

Medallion Wealth Advisors's SDSI Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its American Century Short Duration Strategic Income ETF (SDSI) stake by 13% in Q1 2026, selling an estimated $109K and leaving 14,150 shares worth $726K. The position accounts for 0.24% of the portfolio, ranked #93.

Medallion Wealth Advisors first reported a position in SDSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $839K in Q4 2025. 36 funds tracked by Wall St. Rank hold SDSI as of Q1 2026.

  • Medallion Wealth Advisors held 14,150 shares of American Century Short Duration Strategic Income ETF worth $726K as of Q1 2026.
  • Medallion Wealth Advisors sold 2,120 American Century Short Duration Strategic Income ETF shares in Q1 2026, an estimated $109K.
  • American Century Short Duration Strategic Income ETF made up 0.24% of Medallion Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • Medallion Wealth Advisors first reported a position in American Century Short Duration Strategic Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's American Century Short Duration Strategic Income ETF position peaked at $839K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.