Raymond James Financial
SDFI

Raymond James Financial’s AB Short Duration Income ETF SDFI Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-1,251
Closed -$45K – 6899
2025
Q2 		$45K Buy
+1,251
New +$44.5K ﹤0.01% 5228

Other funds holding SDFI

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial's SDFI Position: Q3 2025 in Review

Raymond James Financial sold out of AB Short Duration Income ETF (SDFI) in Q3 2025, closing a stake of 1,251 shares — an estimated $45K sold.

Raymond James Financial first reported a position in SDFI in Q2 2025 and held it in 1 quarter. The position peaked at $45K in Q2 2025. 9 funds tracked by Wall St. Rank hold SDFI as of Q3 2025.

  • Raymond James Financial reported no remaining AB Short Duration Income ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,251 AB Short Duration Income ETF shares in Q3 2025, an estimated $45K.
  • Raymond James Financial first reported a position in AB Short Duration Income ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's AB Short Duration Income ETF position peaked at $45K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.