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Round Rock Advisors’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Round Rock Advisors’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
Q2 		$16.6M Buy
324,038
+36,516
+13% +$1.87M 2.14% 11
2026
Q1 		$14.7M Buy
287,522
+49,629
+21% +$2.56M 2.26% 11
2025
Q4 		$12.3M Buy
237,893
+70,614
+42% +$3.65M 1.85% 13
2025
Q3 		$8.65M Buy
+167,279
New +$8.61M 1.37% 15

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 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

Round Rock Advisors's SDSI Position: Q2 2026 in Review

Round Rock Advisors increased its American Century Short Duration Strategic Income ETF (SDSI) stake by 13% in Q2 2026, buying an estimated $1.87M and bringing the position to 324,038 shares worth $16.6M. The position accounts for 2.14% of the portfolio, ranked #11.

Round Rock Advisors first reported a position in SDSI in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

  • Round Rock Advisors held 324,038 shares of American Century Short Duration Strategic Income ETF worth $16.6M as of Q2 2026.
  • Round Rock Advisors bought 36,516 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $1.87M.
  • American Century Short Duration Strategic Income ETF made up 2.14% of Round Rock Advisors's portfolio in Q2 2026, its #11 holding.
  • Round Rock Advisors first reported a position in American Century Short Duration Strategic Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.