MFG
SDFI

Merit Financial Group’s AB Short Duration Income ETF SDFI Stock Holding History

Merit Financial Group’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
Q1 		– Sell
-7,906
Closed -$283K – 2212
2025
Q4 		$283K Sell
7,906
-1,180
-13% -$42.3K ﹤0.01% 1591
2025
Q3 		$326K Buy
+9,086
New +$325K ﹤0.01% 1396

Other funds holding SDFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Beto Financial Group Boise, Idaho $190M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Merit Financial Group's SDFI Position: Q1 2026 in Review

Merit Financial Group sold out of AB Short Duration Income ETF (SDFI) in Q1 2026, closing a stake of 7,906 shares — an estimated $283K sold.

Merit Financial Group first reported a position in SDFI in Q3 2025 and held it in 2 quarters. The position peaked at $326K in Q3 2025. 16 funds tracked by Wall St. Rank hold SDFI as of Q1 2026.

  • Merit Financial Group reported no remaining AB Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 7,906 AB Short Duration Income ETF shares in Q1 2026, an estimated $283K.
  • Merit Financial Group first reported a position in AB Short Duration Income ETF in Q3 2025 and held it in 2 quarters.
  • Merit Financial Group's AB Short Duration Income ETF position peaked at $326K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.