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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
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 $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return

Round Rock Advisors's SDSI Position: Q1 2026 in Review

Round Rock Advisors increased its American Century Short Duration Strategic Income ETF (SDSI) stake by 21% in Q1 2026, buying an estimated $2.56M and bringing the position to 287,522 shares worth $14.7M. The position accounts for 2.26% of the portfolio, ranked #11.

Round Rock Advisors first reported a position in SDSI in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold SDSI as of Q1 2026.

  • Round Rock Advisors held 287,522 shares of American Century Short Duration Strategic Income ETF worth $14.7M as of Q1 2026.
  • Round Rock Advisors bought 49,629 American Century Short Duration Strategic Income ETF shares in Q1 2026, an estimated $2.56M.
  • American Century Short Duration Strategic Income ETF made up 2.26% of Round Rock Advisors's portfolio in Q1 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 3 quarters since.
  • 36 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.