TF
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Tandem Financial’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Tandem Financial’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 		$356K Buy
+6,938
New +$358K 0.11% 78
2025
Q1 		– Sell
-2,479
Closed -$126K – 71
2024
Q4 		$126K Buy
+2,479
New +$127K 0.13% 57

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 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 $424B AUM 22.94% 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

Tandem Financial's SDSI Position: Q1 2026 in Review

Tandem Financial opened a new position in American Century Short Duration Strategic Income ETF (SDSI) in Q1 2026: 6,938 shares worth $356K. The stake represents 0.11% of the portfolio and ranks #78 among its holdings. This is a return to the name: Tandem Financial previously reported a position in SDSI as recently as Q4 2024.

Tandem Financial first reported a position in SDSI in Q4 2024 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold SDSI as of Q1 2026.

  • Tandem Financial held 6,938 shares of American Century Short Duration Strategic Income ETF worth $356K as of Q1 2026.
  • American Century Short Duration Strategic Income ETF was a new Tandem Financial position in Q1 2026.
  • American Century Short Duration Strategic Income ETF made up 0.11% of Tandem Financial's portfolio in Q1 2026, its #78 holding.
  • Tandem Financial first reported a position in American Century Short Duration Strategic Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.